Contrarian Investor: Is infrastructure the next big rotation?

Contrarian Investor: Is infrastructure the next big rotation?

Infrastructure is hot, again. President-Elect Donald Trump says he is enthusiastic about upgrading the nation's crumbling roads and energy networks.

At the global level, Europe is also making all the right noises, and I think we can rely on the UK government to yank on the infrastructure lever if there is even a hint of an economic slowdown this side of the channel. Seven big questions for investors in 2017 Listed infrastructure funds have come from nowhere back in 2006 to represent £7bn in assets, with leading wealth advisers some of the loudest cheerleaders. Investors have snapped up these funds, tempted by their low correlation with mainstream equities as well as low levels of volatility.  For the big UK-listed funds, an...

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