INFRASTRUCTURE = STABILITY + GROWTH?
Investment Talk | Fri, 19 November 2021 | Recordings
In this Investment Talk we speak with Morgane Delledonne, Director of Research at Global X, about US Infrastructure Investments.
Morgane Delledonne joined Global X in 2020. She is responsible for leading the firm’s research efforts in Europe, providing insights on the markets and ETFs alike. Prior, Morgane spent several years in the ETF industry, working as an Investment strategist in London.
A macro environment featuring low interest rates, elevated unemployment, and a GDP output gap offers governments a unique window to invest in programs that stimulate economic growth over both the short and long-term. In the United States, the most glaring opportunity lies in rebuilding and modernising the nation’s infrastructure after decades of negligence.
This is an necessary category.