QE facilitated transfer of risk
An eye on tech players and artificial intelligence
Challenging times as QE era comes to an end
US rates heading below 0%
Holdings will need to "plough through their own furrow"
Demand for asset class will likely increase
Next year's general election set to dominate market discussion
With the European Central Bank set to stop new quantitative easing at the end of 2018 and market chatter about an interest rate increase in 2019, have prospects for the spluttering European economy and financial markets taken a turn for the worse?
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.