Investment Insight
Matt King Featured in Barron’s: 5 Infrastructure Plays for the Trump Era
 
 

Investment Insight

Matt King Featured in Barron’s: 5 Infrastructure Plays for the Trump Era

 

March 1, 2017

In a recent interview in Barron’s, Matt King, Portfolio Manager, Global Listed Real Assets, shares his outlook for infrastructure under President Trump and discusses his top sector picks, as a value investor.  Matt notes:

  • Infrastructure stocks tend to have higher annualized returns with lower volatility than global equity markets, they generally sport higher dividends than their peers, and they offer growth—and in, many cases, inflation protection —despite their defensive nature.
  • Immediately after the election, utilities in general suffered in particular the renewable-power companies. As a value investor, that is an area of interest to us. 
  • Both for the U.S. and outside of the U.S. fundamentals within the infrastructure universe, generally speaking are stable to improving, despite the very uncertain macro environment. 
 
Managing Director
 
 
 

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For the complete content and important disclosures, refer to the Barron's Reprint above. The Morgan Stanley Institutional Fund Global Infrastructure Portfolio's top ten holdings and Morningstar ratings can be found in the most recent Fact Card

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