Seeking assets with social and environmental impact
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.
Markets rose following result
US infrastructure investment at a 70-year low
Avoiding freezing of US-China ties
OBR windfall spent immediately
Brexit deal still crucial
Over the past quarter, infrastructure globally has endured some highs and lows, with the US, in particular, surging ahead and buoyed by strong economic growth while Europe has faced a series of challenges.
Plans to complete in early November
Asia Pacific Property fund to close
IA's Cummings urges 'predictability' from government as asset managers eye infrastructure opportunities
Allocation to sector jumped to £40bn in 2017
Winners announced on 21 November
Offshoot from multi-strategy fund
Out of over 7,000 firms
‘First thematic fund launch’ in onshore range
It has been a turbulent few years for UK income investors.
Key sectors include clean energy and technology
Real estate 'superior returns coming to an end'
Many countries did not reflate alongside China
David Coombs' Letter from America
Combining multiple real assets
Last year, we concluded it was probable markets would have a last hurrah and that maybe even Asian equities would catch a bid.
Sunil Asnani, portfolio manager at Matthews Asia, gives his views on the most exciting investment opportunities in India and what lies ahead for the country in H2 2018.
Focus on alternative sector