(Re)Globalization: Making Global Themes Investable Via Infrastructure, Featuring Tim Humphreys (June 12, 2023)

Tim Humphreys of Ausbil Investment Management joins host Lauren
Goodwin to describe how a global mega trend towards
de-globalization, or RE-globalization as our teams have written,
can be leveraged in investment strategies today.  Their
conversation focuses on infrastructure – thinking beyond “bridges
and tunnels” and including energy, digital infrastructure,
artificial intelligence, and more.