How water scarcity will affect portfolios
Extreme weather has hit cities around the world in 2018
Infrastructure
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Six long-term economic trends changing the investment world
With the global population booming, the ‘pillars of a functioning economy’ are set to undergo major changes, says Sanlam Four’s Mike Pinggera. Here, he looks at the six biggest themes for investors to watch.
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Trump victory shines light on infrastructure
Donald Trump’s surprise victory in the US presidential election has moved infrastructure investment to the top of the agenda in Washington. But should investors follow suit?
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Is Trump really the game changer that markets expect?
Donald Trump’s election to the US presidency has triggered a shake-up of some parts of the equity markets. Is there more to come or have markets been relying too much on their crystal balls?
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It’s anyone’s guess what’s going on inside Trump’s head
What a game changer the election of Donald Trump as US president is likely to be across so many fronts.
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US asset manager Cohen & Steers initiates UK push
American asset manager Cohen & Steers has initiated a fresh push into the UK investment market and plans to launch two new funds as part of the effort.
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Legg Mason adds currency hedged class to infrastructure fund
Legg Mason has launched sterling hedged share classes for the firm’s IF Rare Global Infrastructure Income Fund to provide investors with exposure to infrastructure equities while lessening the impact of currency fluctuations.
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Water fund aims to flow with world demand
Water is not only essential for life, but also for the expansion of industries and economies, according to Simon Gottelier, senior investment manager at Pictet Asset Management.
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Legg Mason taps global infrastructure income with new fund
Baltimore-headquartered asset manager Legg Mason is to launch an income-oriented global infrastructure fund. Managed by the group’s Australia-based subsidiary Rare Infrastructure, the fund will be made available to investors in the UK onshore fund range.
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Contrarian funds the top performers in 2016 – FundCalibre
Contrarian investments have been the best performing funds since the start of the year, according to research firm FundCalibre.
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GCP launches first UK infrastructure fund for offshore bonds
Gravis Capital Partners, a specialist investment advisory firm, has announced the launch of the first UK-focused open-ended infrastructure fund.
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China’s stimulus measures lift infrastructure-focused funds
Chinese equity funds with a focus on infrastructure have much to cheer about as fiscal measures implemented by the central government start to yield results.