The asset class that outperforms when the economy doesn't

 

"The way to build your wealth as an investor is to get there slowly... Planned properly, executed well, and with patience - you can be very confident in growing your wealth over time as an investor...".

Magellan's Head of Infrastructure Gerald Stack, sits down with Livewire's Ally Selby in the 'Views from the Top' series. 

  • 0:00 - Intro 
  • 0:35 - Who is Gerald Stack? 
  • 1:12 - Gerald's outlook on infrastructure returns (long + short term) 
  • 2:55 - The impact of oil prices on returns 
  • 4:32 - Infrastructure: A small universe making a lot of money 
  • 5:38 - The types of companies Magellan invests in (and what they avoid)
  • 9:20 - The 2 risks investors should be aware of 
  • 10:23 - Will M&A activity continue? 
  • 12:45 - 2 stocks that can help investors "get rich slowly" 
  • 16:27 - Gerald's view from the top

Originally published on 15 May 2024, https://www.livewiremarkets.com/wires/the-asset-class-that-outperforms-when-the-economy-doesn-t 

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