Investment trust buyers are selling their infrastructure holdings, rotating into open-ended vehicles or exiting the sector entirely as premiums hit record levels.
Eclectica's Hugh Hendry has said he would buy into online currency Bitcoin if it were feasible to do so within his funds.
Eclectica hedge fund manager Hugh Hendry has said he has been forced to leave his bearish outlook behind as he faces up to a market "which only makes sense through the prism of trends".
A planned deal which would create one of the largest asset managers in Europe grabbed our readers' attention this week.
After years spent at the margins of conventional investing, infrastructure is returning to favour.
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.
Bertrand Cliquet, fund manager of the Lazard Global Listed Infrastructure Equity fund, explains why infrastructure asset prices in North America are materially overvalued.