Nervous Sarasin ups alternatives exposure
Sarasin & Partners has been building up its holdings in alternatives for the first time in “several years” on fear of a market correction.
Sarasin & Partners has been building up its holdings in alternatives for the first time in “several years” on fear of a market correction.
Both of the main candidates in the United States Presidential election have been talking about increasing spending on infrastructure if they win, and investors could profit by targeting the asset class.
Investment trusts have demonstrated impressive post-referendum resilience in recent weeks, with top-level macro swings indicating positive things to come for real assets.
Architas outlines four mechanisms that can be used to provide some protection against inflation.
Volatility has meant that no investment trusts were launched over the first quarter of this year, while money that was raised was focused around property and infrastructure trusts, according to QuotedData.
Gravis Capital Partners has announced the launch of the first UK-focused open-ended infrastructure fund.
The global economy is expected to continue to grow at a steady pace in 2016, Societe Generale Private Bank’s Alan Mudie said on Monday, but potential upside in equity markets will likely be constrained by the current high valuations and a cloudy outlook for earnings.
When investing in UK infrastructure debt, the public sector is always the best bet, says GCP Infrastructure Investments Stephen Ellis
Private equity, property and infrastructure are set for a renaissance in institutional portfolios, though hedge fund investors are the least satisfied in the alternatives space, according to research from Preqin.
According to Standard Life Investments Francis Hudson, there are significant changes taking place that could broaden the appeal of real assets to global investors
This week’s head-to-head battle heads to the badlands of global listed infrastructure, where Lazard’s offering faces off against the First State fund.
In a world where one can no longer rely on bonds for negative correlation, one has to look for alternative diversifiers.