Summer Inflation Series - Session 2: The Fundamentals of Infrastructure and a Current Market Update

July 21, 2021

Infrastructure serves as an important element of an investment portfolio. In this presentation Aaron Filbeck provides an overview of infrastructure as an asset class, explores the historical performance of infrastructure, and comments on their role in asset allocation and inflation protection. The differences between infrastructure and financial assets are compared during this conversation, while various methods of obtaining exposure to infrastructure are evaluated, specifically looking at rising inflation and the possible implications.