Why Infrastructure is having a moment скачать в хорошем качестве

Why Infrastructure is having a moment

Subject: Why infrastructure is having a moment What’s driving global interest in infrastructure investment? We’re talking to Paul Newfield, CEO at Morrison, a Sydney-based infrastructure titan with USD$25B in assets. Their portfolio includes renewable energy and healthcare infrastructure—along with the US$13B Canberra Data Centers. Paul shares how Morrison plays the long game, finding businesses with sustainable competitive advantages and often holding them for decades—resisting political trends and the quick ‘flips’ common from private equity firms. " What does the world need more of, and how do I make that happen? Is society gonna need more of this over the next few decades? And that leads you to places like renewable energy, secure storage of data.” Plus, Paul’s concerns about US instability and how it’s impacting global bond rates and financial systems. For more or to follow the podcast—check out http://linktr.ee/sharedlunch Shared Lunch is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. It is not financial advice. Information provided is general only and current at the time it’s provided, and does not take into account your objectives, financial situation and needs. We do not provide recommendations and you should always read the disclosure documents available from the product issuer before making a financial decision. Our disclosure documents and terms and conditions—including a Target Market Determination and IDPS Guide for Sharesies Australian customers—can be found on our relevant Australian or NZ website. Investing involves risk. You might lose the money you start with. If you require financial advice, you should consider speaking with a qualified financial advisor. Past performance is not a guarantee of future performance. Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own.