The Ratings Radar Show: Noel O’Halloran wants to rebuild the world sustainably
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The Ratings Radar Show: Noel O’Halloran wants to rebuild the world sustainably
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About this listen
Infrastructure is a good asset class to be in right now. It’s defensive and a decent hedge against inflation. And let’s face it, we’re going to need a lot more of it soon to replace our crumbling bridges, power plants and roads.
Noel O’Halloran of KBI has a twist on infrastructure investment. As the name implies, the KBI Global Sustainable Infrastructure Fund directs its money in line with the quest for net zero carbon emissions. So he’s more likely to invest in water and green energy companies than oil pipelines.
As Frank Talbot tells us, O’Halloran is really good at his job, having held a Citywire AAA fund manager rating for the past 15 months.
Nisha Long, Angus Foote and Richard Lander listen in and Alan Walsh produces it all.
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