Will rising interest rates hamper infrastructure stocks?

Magellan Asset Management

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.


Magellan Asset Management

Magellan was formed in 2006 by Hamish Douglass and Chris Mackay, two of Australia’s leading investment professionals. The company specialises in global equity and listed infrastructure assets.

Expertise

interest rates infrastructure oil price cash rates Trump ASX:MICH

Comments

Please sign in to comment on this wire.