Westmount Wealth Interviews KKR’s Derek Craig.
In this episode of Westmount Wealth’s “Meet the Manager” series, Derek Craig, a Director of KKR, sits down with Lorenzo Pederzani, Westmount Wealth’s CEO. Derek discusses the growing appeal of infrastructure as an investment and how infrastructure assets, such as transportation, utilities, and digital infrastructure, offer stable cash flows, inflation hedging, and diversification. Derek highlights key investment themes like digital infrastructure growth, decarbonization efforts, and the trend of deconsolidation. He also addresses the risks associated with infrastructure investments, including geopolitical, policy, and counterparty risks.
Key Points:
Sustainability, stable cash flows, and low volatility drive infrastructure investments.
Key sectors include transportation, utilities, energy, digital infrastructure, and industrial/social infrastructure.
Major investment themes are digital infrastructure growth, decarbonization, and deconsolidation.
Infrastructure offers inflation hedging and low volatility, making it attractive despite rising interest rates.
Risks include geopolitical climate, policy changes, and counterparty reliability.
In the interview, Derek provides valuable insights into why infrastructure is an increasingly attractive asset class, highlighting its potential benefits and inherent risks.
At Westmount Wealth, we offer Infrastructure as an investment through the Westmount Real Asset Fund.
Visit our Infrastructure page to learn more about this alternative asset class.
This information has been prepared by Westmount Wealth Management Inc. Westmount Wealth Management Inc. is registered as a Portfolio Manager in British Columbia, Alberta, and Ontario.
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