By the Magellan Infrastructure Investment team
Instead of responding impulsively to short-term market risks, investors should take a step back and explore opportunities to strengthen overall portfolio diversification. This is a long-term approach, and so there is no “right time” to invest in companies with these characteristics: shoring up the resilience of investment cash flows, and providing sufficient portfolio diversification is an ongoing process that should ultimately lead to better risk-adjusted returns over time.
Download the full paper
