by Jake Moeller.
U.K.-based fund house, M&G Investments, launched the M&G Global Listed Infrastructure Fund in October of 2017. In this podcast, its fund manager, Alex Araujo, outlines the philosophy and process of the fund, the expertise M&G has in this area and argues the case for listed infrastructure within a client portfolio.
Alex also considers the yield potential of the asset class, its diversification benefits and how the global listed infrastructure market has evolved since 2008. He discusses the recent Carillion collapse and where listed infrastructure stands within the ESG and passive investing framework.
Finally, Alex considers the potential tailwinds and headwinds facing the asset class at the start of 2018.
Alex is chatting with Jake Moeller, Head of Lipper UK and Ireland Research at Thomson Reuters in London on February 12, 2018.
About Alex Araujo
Alex Araujo joined M&G’s income team in July 2015 and was named co-deputy manager of the M&G Global Dividend Fund in April 2016.
He was appointed manager of the M&G Global Listed Infrastructure Fund and the M&G (Lux) Global Listed Infrastructure Fund when they were launched in October 2017.
Alex has more than 20 years’ experience in financial markets, having previously worked at UBS and BMO Financial Group.
He graduated from the University of Toronto with an MA in economics and is a CFA charterholder.
Thomson Reuters Lipper delivers data on more than 265,000 collective investments in 61 countries. Find out more.
This material is provided for as market commentary and for educational purposes only and does not constitute investment research or advice. Thomson Reuters cannot be held responsible for any direct or incidental loss resulting from applying any of the information provided in this publication or from any other source mentioned. Please consult with a qualified professional for financial advice. The author does not own shares in this investment.
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