Rob McCrindell, manager of the CF Canlife Global Infrastructure fund, says retail investors need to turn their attention to listed companies operating in the infrastructure space to reap returns from the sector.
The potential growth stemming from global infrastructure spending has hit the headlines a lot in recent months. Brazil’s government is proposing an investment programme that could funnel R$100bn (£27bn) into the country’s ports, airports, railways and roads in 2014, and the same again in 2015. The state-owned China Railway Corporation last month said it would invest RMB 660bn (£159bn) annually in fixed assets, an increase of RMB 10bn. Closer to home, the UK government unveiled in July a £100bn spending plan for infrastructure. That infrastructure spending is strong is no surprise, esp...
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