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...
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Ex-Standard life manager Angela Burns
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Talking Strategies: The number of companies in Asia with higher payout ratios have grown since the mid-1990s, but some investors remain wary of searching for income in Asia and Japan. In this video, Jupiter's Jason Pidcock and Dan Carter explain why this...