Miton unveils 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.
Infrastructure
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Investors left wanting more after Trump’s policy-lite speech
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.
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Trump infrastructure push expected to prompt IPOs
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.
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PA ANALYSIS: Now is the time to be on the front foot in alternatives
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?
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Infrastructure: New foundations on a well trodden path
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.
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PA ANALYSIS: Value vs growth not a black and white issue
Ignore the politics. If there’s one takeaway for investors from 2016, it’s the move from growth to value.
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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.
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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.