Are infrastructure stocks overvalued?
Portfolio Manager Gerald Stack discusses the role that sovereign risk plays when selecting infrastructure stocks, US President Donald Trump’s proposed plans for infrastructure and whether the rally in infrastructure stocks is stretching valuations.
Never miss an update
Enjoy this wire? Hit the ‘like’ button to let us know.
Stay up to date with my current content by
following me below and you’ll be notified every time I post a wire
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.
3 topics
Comments
Comments
Sign In or Join Free to comment
most popular
Funds
If 24 LICs ran the Melbourne Cup, which would be our favourites
Affluence Funds Management
Equities
Don't let all time highs stop you buying this "bull" market
Centennial Asset Management