Feb 13, 2018
U.K.-based fund house, M&G Investments, launched the M&G Listed Global Infrastructure Fund in October of 2017. In this podcast, its fund manager, Alex Araujo, outlines the philosophy and process of the fund, the expertise of M&G has in this area and argues the case for listed infrastructure within a client portfolio.
Alex also considers the yield potential of the asset class, its diversification benefits and how the global listed infrastructure market has evolved since 2008. He discusses the recent Carillion collapse and where listed infrastructure stands within the ESG and passive investing framework. Finally, Alex considers the potential tailwinds and headwinds facing the asset class at the start of 2018.
Alex is chatting with Jake Moeller, Head of Lipper UK and Ireland Research at Thomson Reuters in London on February 12, 2018.
About Alex Araujo
Araujo joined M&G’s income team in July 2015 and was named co-deputy manager of the M&G Global Dividend Fund in April 2016.
He was appointed manager of the M&G Global Listed Infrastructure Fund and the M&G (Lux) Global Listed Infrastructure Fund when they were launched in October 2017.
Alex has more than 20 years’ experience in financial markets, having previously worked at UBS and BMO Financial Group.
He graduated from the University of Toronto with an MA in economics and is a CFA charterholder.
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educational purposes only and does not constitute investment
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