Bertrand Cliquet, fund manager of the Lazard Global Listed Infrastructure Equity fund, explains his fund's strategy and where he believes there is value in the sector.
QUESTION: To discuss the Lazard Global Listed Infrastructure Fund I'm joined by one of its portfolio managers, Bertrand Cliquet. Bertrand, tell us about the fund. BERTRAND CLIQUET: The fund invests globally in equities of listed plcs. We have clearly a bias towards the more developed type of markets given the low risk characteristics we're after in our fund. QUESTION: And what type of returns does it aim to deliver? How do you achieve that? BERTRAND CLIQUET: If you think about those assets we look for, we've called them kind of inflation-linked bonds with rising coupons, so they si...
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