Episode Details
Back to Episodes(Re)Globalization: Making Global Themes Investable Via Infrastructure, Featuring Tim Humphreys (June 12, 2023)
Published 2 years, 9 months ago
Description
Tim Humphreys of Ausbil Investment Management joins host Lauren Goodwin to describe how a global mega trend towards de-globalization, or RE-globalization as our teams have written, can be leveraged in investment strategies today. Their conversation focuses on infrastructure – thinking beyond “bridges and tunnels” and including energy, digital infrastructure, artificial intelligence, and more.