MAGELLAN - In The Know

Author: Magellan Asset Management

Language: en

Genres: Business, Investing

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The infrastructure outlook: Hidden opportunities, real risks
Episode 62
Monday, 24 November, 2025

In today’s uncertain environment, is infrastructure still a safe haven? In this compelling conversation, Rebecca Hiscock-Croft, Investment Director with Magellan’s Infrastructure team, speaks with Portfolio Managers Ofer Karliner, Ben McVicar and David Costello about how they’re navigating market volatility. They explore where they see compelling value and structural growth in infrastructure and what they view as key risks, including richly valued US merchant power names tethered to the AI boom. https://magellaninvestmentpartners.com/ Related insights: US railroad shake-up: Inside America's biggest deal of the year