Unlike liquid markets and real estate, a lack of publicly available data has made assessing risk more challenging for infrastructure equity assets. Laurence Monnier considers the options for investors looking to complement qualitative assessments with quantitative rigour.
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The backward looking and short-term tendencies of markets means they can often underestimate companies’ future growth prospects, creating potential opportunities for active equity fund managers.
In these special editions of “The Angle,” Eric Veiel, head of Global Investments and chief investment officer at T. Rowe Price Associates, welcomes CEOs and industry leaders to share their personal stories, leadership strategies, and lessons learnt from running successful companies. Listen as we pull back the curtain on what it truly takes to lead a company in today’s fast-paced and ever-changing business landscape.
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