Ben McVicar and Ofer Karliner, two of Magellan's Infrastructure Portfolio managers discuss what issues are facing the infrastructure sector at the moment and what opportunities lie ahead. They cover everything from the rising cost of living and how utilities will be impacted by this, the outlook for toll roads and airports and finally they discuss the shift to electric vehicles and what needs to happen for the grid to be able to support this shift.
"In very basic terms, the system couldn't cope right now with a shift to electric vehicles. It's a multi-faceted problem, so there's a number of things we need to solve in order to get there..."
Ofer Karliner, Portfolio Manager
Our annual investor letters and fund updates provides commentary on the macro environment and global infrastructure markets over the previous year, and discusses the portfolio performance and positioning over the period.Please download via the buttons below.
