Rising inflation expectations a boon for infrastructure – Deutsche Bank
Infrastructure securities should provide a hedge against rising inflation expectations, new research by Deutsche Bank reveals.
Infrastructure
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Trump’s anti-immigrant, isolationist stance pumps up inflation expectations
President-elect Donald J Trump’s aggressive positions on immigration, infrastructure spending and isolationism could push up wage and core inflation, commentators fear.
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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.
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Trump or Clinton led infrastructure boom could be a win for investors
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.
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PA ANALYSIS: Time to pick the winners from the ‘end of austerity’
Investment trusts have demonstrated impressive post-referendum resilience in recent weeks, with top-level macro swings indicating positive things to come for real assets.
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How to inflation proof your portfolio
Architas outlines four mechanisms that can be used to provide some protection against inflation.
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Property and infrastructure trusts see inflows in Q1
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.
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GCP launches first UK-focused, open-ended Infrastructure fund
Gravis Capital Partners has announced the launch of the first UK-focused open-ended infrastructure fund.
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Five key equity themes for 2016 – SocGen
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.
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UK public safest bet for infrastructure investors
When investing in UK infrastructure debt, the public sector is always the best bet, says GCP Infrastructure Investments Stephen Ellis
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Alternatives renaissance
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.
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Real assets appeal to broaden
According to Standard Life Investments Francis Hudson, there are significant changes taking place that could broaden the appeal of real assets to global investors
