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Stewart Investors manage investment portfolios on behalf of our clients over the long term and have held shares in some companies for over 20 years. They launched their first investment strategy in 1988.

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Which infrastructure sectors will thrive into the 2020's?

As the world moves to re-open its economies, leading infrastructure companies will look towards more sustainable ways of doing business.

Over the past twelve months, listed infrastructure stocks have lagged the largely-recovered global equities market. We see a valuation gap that presents a compelling opportunity for active investors.

Join our global listed infrastructure team in the studio to explore the infrastructure sectors set to take advantage of the recovery, the future of renewable infrastructure investments, valuations and how inflation might affect infrastructure.

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When the recovery across all sectors is not equal, it's time to watch valuations 

Head of Global Listed Infrastructure Peter Meany interviews Portfolio Managers Trent Koch and Edmund Leung about how different sectors are positioned to emerge from the pandemic, delving into:

  • the shape and pace of recovery for road, rail and airports
  • whether rising interest rates and inflation should worry investors in utilities and other assets and
  • the drivers of infrastructure valuations to watch in a post-COVID world

Renewable utilities thriving in the land of opportunity

Deputy Head of Global Listed Infrastructure Andrew Greenup and Portfolio Manager Rebecca Myatt join Peter Meany to discuss why US utilities are best-in-class when it comes to delivering large-scale renewable energy. This conversation is occurring at a time when one third of the US listed infrastructure asset class is positioned to benefit from turbo-charged stimulus. They cover:

  • What the Biden infrastructure plan offers investors
  • Why now is the time to explore the growth opportunity in the transition to net zero
  • How investment in renewables can translate to earnings growth
 

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