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
Energy
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The income-generating trust sector trading at ‘ridiculous discounts’
Infrastructure trusts are trading at steep discounts, but could be overdue a re-rating
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PA Fund Manager Profile: Polar Capital’s Jorry Nøddekær on emerging market opportunities beyond China
The manager discusses why deglobalisation and the dwindling dominance of China will help spread opportunity and growth to other EM economies
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Nikko Asset Management: Four key themes to play in 2024
The global equity team discusses AI, the energy transition, global travel and healthcare efficiency
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Invesco’s head of global equities: What could go right in 2024?
Stephen Anness argues that abnormal market volatility is not set to disappear any time soon
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BNP Paribas launches Article 9 climate fund
Firm hopes to raise €500-700m (£430-602m) from investors
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Generation next: The future of responsible investing
Exciting opportunities if you look beyond the ‘ESG backlash’ in the US
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US Solar Fund shareholders approve new manager and policy changes
Motions were passed with 89.6% of votes in favour
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Cohen & Steers’ Rosenlicht: Investors must look beyond alternative energy to smooth returns
The portfolio manager believes demand for traditional energy will increase ‘meaningfully’ in the coming years
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Infrastructure investors set to turbocharge energy transition
The energy transition is increasingly being addressed through the infrastructure lens
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BNY Mellon’s Dhar: Bank of England faced with ‘most difficult task’ in countering stagflation
Chief economist says recession risks are higher than markets are pricing in
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September’s top-performing funds: UK markets strengthen off the back of bank and energy sectors
India and energy funds hold strong while infrastructure struggles