Will rising interest rates hamper infrastructure stocks?
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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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With almost two decades of experience, our expert teams work collaboratively to provide a carefully selected portfolio of investment strategies that reflect our clients' goals. We bring to market active investment solutions managed by Airlie Funds Management (Australian equities), Barrenjoey Private Capital, Magellan Global Listed Infrastructure, Magellan Global Opportunities and Vinva Investment Management (global and Australian equities).
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Barrenjoey Investment Management
With almost two decades of experience, our expert teams work collaboratively to provide a carefully selected portfolio of investment strategies that reflect our clients' goals. We bring to market active investment solutions managed by Airlie Funds...
Expertise
Barrenjoey Investment Management
With almost two decades of experience, our expert teams work collaboratively to provide a carefully selected portfolio of investment strategies that reflect our clients' goals. We bring to market active investment solutions managed by Airlie Funds...
Expertise
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