Infrastructure plays from Australia

Description:

Randomly choose almost any point in time during the past 5 years and you will find that investment in global infrastructure portfolios outperformed investment in global equiis, while still paying more dividendss and experiencing lower volatility. What we are witnessing here is the rise of infrastructure as an asset class that benefits from a growing supply/demand mismatch.As governments become unwilling and unable to fund the nearly one-trillion dollar annual increase in global demand for infrastructure investment, the private sector is stepping in to fill the gap.

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