Vince Scully - Infrastructure | Making Society Function
Vince Scully from Life Sherpa is my special guest in this episode where we uncover the essential role infrastructure plays in stabiliaing and diversifying your investment portfolio. From the bustling roads to the energy that powers our homes, infrastructure investments can enhance your portfolio’s risk-adjusted returns and improve its Sharpe Ratio. But what does this all mean for the individual investor?
We journey through Vince's past life as an infrastructure deal maker at Macquarie Bank, and gain valuable insights into how infrastructure deals are structured and the risks involved. Learn about the influence of government regulations, the importance of cost of capital, and the impact of real interest rates on infrastructure investments.
More info about Life Sherpa at this link: https://www.sharesforbeginners.com/life-sherpa
Here's a link to the blog post: https://www.sharesforbeginners.com/blog/life-sherpa-infrastructure
Portfolio tracker Sharesight records your trades, shows your true performance, and saves you time and money at tax time. Sharesight automatically tracks price, performance and dividends from 240,000+ global stocks, crypto, ETFs and funds. Add cash accounts and property to get the full picture of your portfolio – all in one place. Get 4 months free at https://www.sharesforbeginners.com/sharesight-portfolio-tracking
Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.Hosted on Acast. See acast.com/privacy for more information.
