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Lachlan Pike is Portfolio Manager B.App.Fin/LLB, Euro B.A, M.Agr. (Eco.). He has 11 years’ in financing and investing in real assets, the majority of this in global listed infrastructure. Experience as both an investment analyst and head trader at Macquarie in Sydney and New York.
Key factors for analyzing infrastructure, beyond interest rate movements.
North American natural gas infrastructure is expected to see earnings growth.
Assess the quality of management and corporate governance, among other factors.
A look at what to analyze and, conversely, to avoid.