The infrastructure asset class, when defined in a disciplined manner, generates reliable earnings - and for the foreseeable future, earnings of infrastructure assets should continue to be reliable.

Magellan Asset Management

This Due Diligence Forum Research Paper, presented at the 2011 PortfolioConstruction Forum Conference, argues that as emerging markets wages increase significantly, core CPI in many developed world economies will rise, forcing central banks to revisit interest rate settings - and therefore, positioning portfolios for the prospect of rising inflation is critical...

Magellan Asset Management

This Due Diligence Forum Research Paper and Presentation from PortfolioConstruction Conference 2009 seek to discuss the challenge deleveraging presents to the level of economic growth in most developed countries over the next 15 years, and how to position portfolios in light of it...

Magellan Asset Management