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EM Chat: Industry Deep Dive - Infrastructure

EM Chat: Industry Deep Dive - Infrastructure

FromEquity Mates Investing Podcast


EM Chat: Industry Deep Dive - Infrastructure

FromEquity Mates Investing Podcast

ratings:
Length:
34 minutes
Released:
Mar 14, 2021
Format:
Podcast episode

Description

It's an Industry Deep Dive episode! And it begins with a bit of a debate between Bryce and Ren about the very definition of today's chat - Infrastructure - and just what qualifies?To settle it, we looked to Macquarie, who say: “Infrastructure provides essential products or services which are necessary to support economic and social activity… Infrastructure typically has a strong strategic position (such as monopoly or duopoly). This is because significant capital is usually required to construct the assets, resulting in high barriers to entry for would-be competitors.“It's always time for a great Buffett quote too - who said his favourite investment was the ‘only toll road into town’.As promised, here's the links and lists that Bryce mentioned:Listed FundsETFS Global Core Infrastructure (CORE)VanEck Vectors FTSE Global Infrastructure (Hedged) (IFRA)Magellan Infrastructure Fund (Hedged) (MICH)Vanguard Global Infrastructure Index (VBLD)Individual companies (ASX ticker) - ASX SectorTransurban (TCL) - Highways & Railtracks Sydney Airport (SYD) - Airport ServicesAPA Group (APA) - Gas UtilitiesAusNet Services (AST) - Electric UtilitiesInfigen Energy (IFN) - Independent Power Producers & Energy TraderAtlas Arteria (ALX) - Highways & RailtracksSpark Infrastructure Group (SKI) - Electric UtilitiesSome of our favourite resources and offers to help you during your journey:$50-$200 OFF some amazing investing courses by our friend-of-the-show, OwenTrack your investment portfolio with Sharesight.Get a free stock when you sign-up to Stake, using the code EQUITYMATESGet exclusive access to our favourite data and insights platform, TIKRGet free trades if you plan to use the broker SelfWealthMake sure you participate in our Equity Mates Listener survey - you could win $500.Make sure you don't miss anything Equity Mates related by signing up to our email list. And visit this page if you love everything Equity Mates and want to support our work.*****Any views expressed by the podcast host or any guest are their own and do not represent the views of Equity Mates Media or any other employer or associated organisation.Always remember, all information contained in this podcast is for education and entertainment purposes only. It is not intended as a substitute for professional financial, legal or tax advice. The hosts of Equity Mates are not financial professionals and are not aware of your personal financial circumstances. Before making any financial decisions you should read the Produce... Hosted on Acast. See acast.com/privacy for more information.
Released:
Mar 14, 2021
Format:
Podcast episode

Titles in the series (100)

Bryce and Alec bring you Australia's best investing podcast for millennials. Join them, as they breakdown the barriers to investing, to make the markets accessible to everyone. Start your journey now! Hosted on Acast. See acast.com/privacy for more information.