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A monthly review and outlook of the Global Listed Infrastructure sector.
Japanese passenger rail volumes remain solid with the Rugby World Cup and Tokyo Olympics expected to provide continued support for the year ahead.
The listed infrastructure sector in North America contains many world leading assets, operated by world class companies. This is captured in our Investment Process, with higher Quality scores for North American firms.
Over the past six months, global equity markets have remained weighed down by uncertainty. Meanwhile, in Japan, Prime Minister Abe’s announcement that consumption tax is set to rise from 8% to 10% this October has escalated fears of a pending recession.
Latest investment insights from First State Investments (known as First Sentier Investors in Australia) delivered through articles, fund updates and press coverage.
Over the last few years, valuations have generally become expensive in our universe of quality companies. Valuations reaching these levels remind me of the mistakes I made running into the 2008 crash.
“ Failure is so important. We speak about success all the time. It is the ability to resist failure or use failure that often leads to greater success. ” J.K. Rowling
This article looks at the ownership profiles of different US infrastructure segments; and at the performance of those segments. It also discusses the ways that global listed infrastructure companies are providing solutions, and what impact President Trump may have on the sector.
A worried client asked us recently, “Will Mr Modi be re-elected, or won’t he? How will the ongoing elections impact the investment case for Indian companies?” We don’t know whether Mr Modi will be re-elected. But we strongly believe that the results of the election will have little bearing on the...
“To infinity...and beyond!” Buzz Lightyear, Toy Story
Stephen Hayes, Head of Global Property Securities, examines the outlook for the world's main property markets for 2016.
This quarterly review provides an update on the sector and country contributions as well as the outlook for the Global Resources strategy. Learn more.
This quarterly review provides an update on the sector and country contributions as well as the outlook for the Global Resources strategy. Learn more.
In this travel diary Pablo Kohen, Senior Investment Analyst of Global Listed Infrastructure, shared his visits in the US and Canada attending industry conferences, and the meetings with management teams of railroad and pipeline companies. Please click to find out the latest sector trend and its i...
This quarterly review provides an update on the sector and country contributions as well as the outlook for the Global Resources strategy. Learn more.
This quarterly review provides an update on the sector and country contributions as well as the outlook for the Global Resources strategy. Learn more.
This quarterly review provides an update on the sector and country contributions as well as the outlook for the Global Resources strategy. Learn more.