The momentum behind infrastructure equities has slowed over the last 18 months, with concerns over interest rate rises and political factors seemingly undermining the investment case for the asset class.
This derives from the ‘bond proxy' argument, which essentially conflates infrastructure equities with bonds, whereby a rising interest rate environment will erode the value of the dividend yield. This...
Capacity awareness and position sizing vital
Follows Morningstar rating suspension
Woodford Equity Income fallen in value by 5%
Countdown to 31 October
Caught in crossfire following Equity Income fund suspension