Will rising interest rates hamper infrastructure stocks?
Portfolio Manager Gerald Stack discusses whether or not rising interest rates will hamper infrastructure stocks, why he insulates the portfolio from changes in the oil price and why he has reduced his cash holding, of late.
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Magellan Asset Management was founded in 2006 and is headquartered in Australia. Magellan are an investment management platform with a carefully selected portfolio of high-quality funds, managers, and teams across three continents. They specialise in global equity, global listed infrastructure, Australian equity, and systematic investing strategies.
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Magellan
Magellan Asset Management was founded in 2006 and is headquartered in Australia. Magellan are an investment management platform with a carefully selected portfolio of high-quality funds, managers, and teams across three continents. They specialise...
Expertise
Magellan
Magellan Asset Management was founded in 2006 and is headquartered in Australia. Magellan are an investment management platform with a carefully selected portfolio of high-quality funds, managers, and teams across three continents. They specialise...
Expertise
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