Listen as a panel of experts evaluate the impact and the creation of recovery across the global markets and share best tips on getting back to normal, for both winners and losers. This panel features: Gordon Bajnai - Chairman, Global Advisory Board, Campbell Lutyens John Anderson - Head of Corporate Finance & Infrastructure, Manulife Claus Fintzen - Chief Investment Officer, Infrastructure Debt, Allianz Global Investors GmbH Dominik Von Scheven - Head of Infrastructure (Secondary, Co-Investment and Primary), HSBC Asset Management
Gordon Bajnai, who moderated the session, invited the panel to pick who they see as winners and losers, in the post-COVID environment, over the coming years.
Dominik Von Scheven noted a growth in the number of people looking for liquidity solutions and that there has been "a big jump into yield-focused assets".
Commenting on green investments, Claus Fintzen remarked that "we need to look at transformational finance", and that the increasing willingness to look at this amongst investors marks a positive development. John Anderson also regarded that "going forward, digital and climate change solutions really jump to the fore".
To hear the panel's thoughts on valuation and the impact of inflation on investing in infrastructure, click the play button and hear the full discussion.
