AustralianSuper CIO Sees Infrastructure as Too Pricey

The video discusses the acquisition of Ausgrid and its impact on future infrastructure investments. It explores the effects of inflation on various investments and the strategic role of unlisted investments as an inflation hedge. The discussion includes the Federal Reserve's rate hike plans and their implications for investment strategies. The video also examines market trends, the influence of Trump's policies, and the shift towards growth-oriented portfolios. Finally, it addresses the role of alternative assets in achieving higher returns amidst rising interest rates.

How does the speaker interpret Janet Yellen's comments on rate hikes?

What changes in investment strategy does the speaker suggest in response to rising interest rates?

What alternative assets is the speaker considering for higher returns?