42: Let’s rebuild America

L&G Talks Asset Management · Apr 3, 2019 · 14m

The recent soft patch in growth and dovish shift from the Federal Reserve has made it less likely that the US enters recession next year. While 2019 may not be the year that the US wholly reinvests in its crumbling infrastructure, it’s certainly at the top of both parties’ 2020 policy targets and neither side will want to be outdone. The market has become very pessimistic about infrastructure-related stocks' prospects but we see several potential catalysts that could trigger a rebound over the next two years.

Joining Max on the podcast are Tim Drayson and Lars Kreckel to discuss the team’s…