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Magellan Minutes - Infrastructure Sector
Автор: Magellan Investment Partners
Загружено: 2021-01-19
Просмотров: 157
Описание:
Ofer Karliner, Portfolio Manager
Pockets of the listed infrastructure sector have been hit hard by the global pandemic. Airports and toll roads have seen a large reduction in traffic. In this video, Infrastructure Portfolio Manager Ofer Karliner provides an outlook on the sectors and the stocks within our portfolios as the vaccine roll out continues globally. Another hot topic for 2021 is the investment in renewable energy. Ofer addresses where we see opportunities developing in this area.
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