In this episode of Relative Return, host Maja Garaca Djurdjevic speaks to John Julian, fund manager of the Dexus Core Infrastructure Fund, to discuss infrastructure opportunities and the outlook for real assets.

Listen as they discuss:

  • The risk and return drivers of infrastructure.
  • Why Melbourne Airport has been a strong performer despite lockdown.
  • How infrastructure can provide a hedge against eroding revenues.
  • Understanding the needs and concerns of advisers around investing in an illiquid asset class.
  • Positioning for a rising rate environment.