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
Infrastructure
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Digital 9 shareholders back wind down proposal
99.89% of votes were in favour of closure at a general meeting
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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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UK investors to increase exposure to real assets in 2024
67.5% said reducing risk through diversification was their main motivation for the move
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Schroders Capital launches Article 9 energy transition fund
Fund resides under the Schroders Greencoat arm
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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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Niche Asset Management launches Indonesia fund under Jungle Project
Fund to focus on Indonesian small caps
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Macro matters: Digital India
Digitalisation has underpinned the growth of the world’s most populous nation
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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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Blackfinch Group launches infrastructure and property funds
Funds will focus on ‘next generation’ investments
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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