Late Cycle Investing
ClearBridge Investments

Late Cycle Investing

2018-11-13

Peter White from Shed Connect, chats to RARE's Co CEO/CIO, Nick Langley where he explains:

  • What is 'late cycle'?
  • Why infrastructure is a good defensive strategy
  • US/China trade tension and the impact on listed infrastructure
  • Where to with Trump’s Infrastructure Plan
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