Chief Investment Officer, Martin Currie Australia discusses the investment philosophy and process.
The Martin Currie Asia Pacific Real Income strategy offers a unique blend of listed REITs, infrastructure and utilities. These are typically brownfield assets with high recurring cash flows, which allow them to have less exposure to the business cycle. Demand for these assets are typically driven by population growth, which is in-turn re-enforced by control of supply. The ability to raise prices over time provides protection against inflation.
By investing only in listed securities, the strategy is highly liquid and transparent alternative to more traditional standalone REIT, infrastructure or unlisted property strategies.
In this short video, Chief Investment Officer Reece Birtles discusses why we believe our Asia Pacific Real Income strategy can provide a growing income stream.