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Podcast: Market Matters from New York Life Investment Management
Episode: (Re)Globalization: Making Global Themes Investable Via Infrastructure, Featuring Tim Humphreys (June 12, 2023)
Description: 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.