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Infrastructure Seeing Improved Cash Flow Visibility

May 5, 2021

In the latest Valuation of Infrastructure Assets, Portfolio Manager Shane Hurst discusses, among other topics, how the increasing speed of the vaccine rollout (especially in the developed world) led to improved visibility in cash flows from toll roads and freight rail, how the outlook for traffic on commuter rail and airports remains limited but is expected to improve through 2021 and how some renewables valuations became stretched after very strong performance in 2020.

Shane Hurst

Portfolio Manager
24 Years experience
11 Years at ClearBridge

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