The risks that infrastructure investors should be watching

11 December 2019

Investors should be wary of the valuation gap between public and private infrastucture markets as there are risks lurking in the cash flows.

That is according to Ursula Tonkin, Citywire A-rated portfolio manager at Whitehelm Capital, who runs the Whitehelm Capital Listed Core Infrastructure fund.

Also in this video, Tonkin explains why she is looking for ‘boring’ companies and why the market is not currently pricing in sustainability risks well enough.

Click here to watch Video.