OM DENNE EPISODE
What exactly is ‘listed Infrastructure’? And how can investors access this increasingly crucial asset class? In this episode of the All Angles podcast, seasoned portfolio manager Florence Taj provides fresh perspectives on why infrastructure should be on every investor's radar, and shares her unique insights on which long-term opportunities she invests in. Florence also delves into the difference between exposure via public versus private markets. Listen now to explore the transformative power of listed infrastructure investments.
(01:25) Florence’s background from strategic consultant to investment officer
(05:42) Lessons from 25 years of investing
(11:11) Listed infrastructure investment opportunities and outlook
(18:15) Why investing in infrastructure is not boring
(24:59) Long-term nature of new trends and emerging paradigms
(28:41) Accessing infrastructure via public versus private markets
(38:22) Why governance matters when selecting assets to invest in
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