Thematic: Infrastructure
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Expert: Ben McVicar & Jowell Amores - Infrastructure: Invest in where the world is going
Infrastructure has been an incredible asset class for investors over the past few decades. But the asset class has come a long way from Warren Buffett’s famous adage, ‘the best investment is the only bridge into town’.29 March
Sponsored by Magellan Asset Management
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The Next Big Theme: March 2023
In this month’s Next Big Theme, Global has read between the lines of all things AI as well as exploring healthcare accessibility, electric vehicle adoption in the US and cybersecurity.30th Mar, 2023
Source: Global X
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How you can invest in the clean energy transition | 2023 investing inspo with Global X
In this episode, we learn why the green energy trend is set to take off!24 January
Sponsored by Global X
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Stop, hammer time: Can you build your way out of a housing shortage? 🔨
Today, Alec and Sascha try to understand this housing supply crisis and the world’s plans to build their way out of it. Is it as simple as building our way out of this problem?27 October
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How California's bullet train went off the rails
This article is a really comprehensive look at everything wrong with how America builds infrastructure. In particular, the politics and the horse-trading that added billions of dollars of cost and increased the length of the line to keep local politicians and donors happy.20th Oct, 2022
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Alternative Assets: Infrastructure
As an asset class, infrastructure gives investors strong diversification benefits and access to attractive yield. It also provides exposure to the systems, facilities, essential services and businesses that underpin societal functioning and are often monopolies or have high barriers to entry.4th Oct, 2022
Source: Wilson Asset Management
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Four investing megatrends
Megatrends are defined as macroeconomic changes we are seeing on a global scale that are transforming economies, businesses and societies. WAM Alternative Assets focuses on four key megatrends including: digitalisation, demographical shifts and ageing populations, climate change and the increasing demand for food.28th Sep, 2022
Source: Wilson Asset Management