Nick Langley | Redefining the infrastructure universe, valuation risks and the impact of the macroeconomic cycle

In episode 59, Alex Proimos speaks with Nick Langley, managing director, co-founder and senior portfolio manager of Rare Infrastructure.

This episode discusses the evolution and breadth of the global infrastructure universe, the various valuation issues facing investors as they factor in the sensitivity of interest rates, cash flow assumptions, regulatory and public policy changes, portfolio construction in line with the macroeconomic cycle and the ESG data issues prevalent to infrastructure investing.