Fund manager profile with Emily Foshag: Infrastructure is ready to build back better
Principal AM’s Foshag argues there’s a strong valuation argument for the sector
Principal AM’s Foshag argues there’s a strong valuation argument for the sector
Infrastructure trusts are trading at steep discounts, but could be overdue a re-rating
The manager discusses why deglobalisation and the dwindling dominance of China will help spread opportunity and growth to other EM economies
The global equity team discusses AI, the energy transition, global travel and healthcare efficiency
Stephen Anness argues that abnormal market volatility is not set to disappear any time soon
Firm hopes to raise €500-700m (£430-602m) from investors
Exciting opportunities if you look beyond the ‘ESG backlash’ in the US
Motions were passed with 89.6% of votes in favour
The portfolio manager believes demand for traditional energy will increase ‘meaningfully’ in the coming years
The energy transition is increasingly being addressed through the infrastructure lens
Chief economist says recession risks are higher than markets are pricing in
India and energy funds hold strong while infrastructure struggles