Trump's gamble could backfire
Where the growth is
Last month, the US Department of Labor reported average hourly earnings had increased 2.9% in January. Wage gains, largely absent from the post-crisis recovery, are good news for the economy.
Nationalisation debate a key issue
Infrastructure investment trusts can be an efficient and well-managed way for investors to access infrastructure assets. However, the last six months have been remarkably eventful for the sector, with significant share price falls and much attention prompted...
Partner Insight: The so-called 'infrastructure gap' that exists in both the developed and developing world has been agued by various bodies including the World Economic Forum. Flows into global infrastructure assets hit a record $413bn in 2016, a rise...
Taking place on 22 November
Significant expenditure planned
Research from Canaccord Genuity Wealth Management
TERs of 0.50%
Latest research from the AIC
Central banks have a 'task and a half'
Accounts for 24% of our energy needs
Despite scepticism about some of US President Trump's high-profile plans, there remain some areas of growth and opportunity, says Jim Wright, manager of the Miton Global Infrastructure Income fund.
Amid news of slow headline growth, consumer spending in China has been growing at breakneck speed. Rob Brewis, investment manager at Aubrey Capital, looks at the reasons behind this rapid rise.
Many investors have come to rely on asset allocations modelled on the old economic order: decades of globalisation, falling inflation, slowing economic growth and declining interest rates.
Targets mid-June roll out
Managed by Christine Todd
Among emerging markets, India has proven to be the most consistent and sustainable investment opportunity over the last three years thanks to its changing fundamentals.
Demand for alternative income
Look for companies exploiting new technologies
Will also only invest in infrastructure
Focus on utilities and telecoms
Managers respond to big question