Infrastructure delivered some of the worst performers among investment trusts in Q1 on the back of Carillion’s collapse and fears in the UK of a Labour-led government, while Donald Trump is getting the blame for falls in US investment trusts as well as biotechnology portfolios. Portfolio Advisers looks at the 10 investment trusts that fared…
Legal & General Investment Management has said its new index fund focused on global listed infrastructure stocks will offer investors income, inflation protection and diversification.
Foresight Group has launched a fund targeting a 5% annual income from investing in UK-listed renewable energy and infrastructure equities and bonds.
Seneca Investment Managers has sold out of UK drinks wholesaler Conviviality, having seen a 65% return since it initiated the position in January this year.
Axa Investment Managers’ UK equity veteran Nigel Thomas has tipped infrastructure shares for success, pointing to a trend towards plant hire in the US.
Premier Asset Management has revealed plans to expand the remit of its current utilities portfolio to create a new global infrastructure fund.
Asset manager Miton has announced it will launch a new global infrastructure fund next week, the sixth fund it has brought to market since 2011.
US president Donald Trump’s first address to Congress was big on sweeping nationalistic statements, short on details for his future tax and infrastructure policies.
President Donald Trump’s promised $1tn investment in infrastructure is likely to spark a boom in primary equities issuance both through IPOs and from already-listed companies, according to the CIO of RARE Infrastructure Nick Langley.
Look at this week’s headlines on the FTSE 100, and rather than celebrate its heights commentators warn of a ‘bubble’ or a potential ‘40% fall’. The question is how do investors protect themselves?
Following the Brexit vote there has been a renewed interest in infrastructure, with the hope that the UK government will throw money at high-profile and popular projects in an attempt to stem an economic slowdown.
Ignore the politics. If there’s one takeaway for investors from 2016, it’s the move from growth to value.
