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
|
|