Shows
The NAVigatorBrookfield's Antonatos sees policies and pandemic's end boosting real assetsLarry Antonatos, portfolio manager overseeing real asset strategies at Brookfield Asset Management, says that infrastructure investments will benefit in 2021 from the political changes in Washington that may spur additional government investments, as well as the end of the pandemic, which should lead to economic expansion. He says that real assets -- and infrastructure in particular -- will benefit from job creation in the short run and long-term GDP growth down the line to pick up performance in the year ahead and beyond.2021-01-0811 minThe NAVigatorBrookfield's Antonatos: Real assets offer diversification, balance in tough timesLarry Antonatos, managing director / portfolio manager at Brookfield Asset Management, says 'the depths of uncertainty and the market lows surrounding coronavirus are behind us.' The manager of Brookfield Real Assets Income Fund, said the firm's real asset managers are positioning now for a recover -- which he noted may not be particularly strong -- by focusing on areas where valuations are most attractive and recovery-driven cash-flow growth should be strongest. That means hotels, retail real estate, airports and more. 2020-06-2610 min
CEF INSIGHTSCEF Insights: Real Assets – Predictable Cash Flows in Volatile MarketsLarry Antonatos, Portfolio Manager & Head of Real Asset Solutions with Brookfield, and the Closed-End Fund Association discuss the outlook and opportunities for allocations to real asset sectors in a portfolio.
2020-06-0908 min
CEF INSIGHTSSpecialty Sectors: From Gold to Infrastructure & Real EstateRepresenting different sectors of the investing spectrum, these speakers came together for a discussion on special sectors in the areas of infrastructure, natural resources, and real estate.
Speakers:
David Christensen, President, Chief Executive Officer, and Chief Investment Officer – ASA Gold & Precious Metals Limited
Larry Antonatos, Managing Director and Portfolio Manager – Brookfield
Steve Burton, Principal, Co-CIO and Senior Global Portfolio Manager – CBRE Clarion Securities
2018-03-0224 minCEF INSIGHTSA Growing CEF Opportunity in Real Assets and Alternatives?A conversation with Larry Antonatos, Managing Director & Portfolio Manager - Brookfield Asset Management, about:
• Reasons for including real assets in your portfolio
• Outlook and implications of a changing market environment
• An active vs. passive management approach
• Potential opportunities for CEF investor
2017-06-0110 min
Manulife Mutual FundsEp.153 - PM Soundbyte with Larry Antonatos (Nov. 26/15)Larry Antonatos, Portfolio Manager for the Manulife Global Infrastructure Fund, discusses cellphone towers, their characteristics as infrastructure assets, and the three factors currently driving their revenue growth.2015-12-1600 minManulife Mutual FundsEp.142 - PM Soundbyte with Larry Antonatos (Aug. 27/15)Portfolio Manager for the Manulife Global Infrastructure Fund. Larry discusses the three fundamental characteristics of infrastructure assets and opportunities that they are looking at. September 2015.2015-09-1500 minManulife Mutual FundsEp.130 - PM Soundbyte with Larry Antonatos (Jun. 12/15)Larry discusses the Manulife Global Infrastructure Fund positioning in current market conditions and explains how there is still a significant upside in select energy infrastructure companies despite low crude oil prices.2015-06-1900 minManulife Mutual FundsEp.108 - PM Soundbyte with Larry Antonatos (Nov. 22/14)Portfolio Manager for the Manulife Global Infrastructure Fund. Larry discusses the recent decline in the price of crude oil and the impact of this decline on infrastructure companies.2014-11-2800 minManulife Mutual FundsEp.47 - PM Soundbyte with Larry Antonatos (Feb. 25/12)Larry Antonatos talks about the current market environment and shares his thoughts on how the Manulife Global Infrastructure Fund fits into this market.2013-02-2800 minManulife Mutual FundsEp.36 - PM Soundbyte with Larry Antonatos (Nov. 21/12)Larry Antonatos talks about the current market environment and shares his thoughts on how the Manulife Global Infrastructure Fund fits into this market.2012-11-2600 minManulife Mutual FundsEp.27 - PM Soundbyte with Larry Antonatos (Aug. 24/12)Larry Antonatos talks about the Manulife Global Infrastructure Fund, his outlook on the fund and his outlook on the overall markets.2012-08-3000 minManulife Mutual FundsEp.15 - PM Soundbyte with Larry Antonatos (Jun. 4/12)Larry Antonatos talks about the Manulife Global Infrastructure Fund, his outlook on the fund and his outlook on the overall markets.2012-06-1100 min