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Global Listed Infrastructure proved resilient during September against a backdrop of geopolitical tensions and softening economic data. The FTSE Global Core Infrastructure 50/50 index gained +0.6%, while global equities^ ended the month +0.9% higher.
This trip reinforced our view that Japan is now increasingly opening itself up to the world. Where once it was rare to hear any language other than Japanese spoken on the street, now it happens constantly. This article provides key insights from the trip and outlines the reasons behind our positi...
Global Listed Infrastructure gained in July. An environment of geopolitical uncertainty and deteriorating economic growth was countered by falling interest rates and decent company results. The FTSE Global Core Infrastructure 50/50 index ended the month up 3.5% while the MSCI World index ended th...
Leading global investment manager, First State Investments today announced the completion of its sale from Commonwealth Bank of Australia to Mitsubishi UFJ Trust and Banking Corporation, a wholly-owned subsidiary of Mitsubishi UFJ Financial Group, Inc. (MUFG), for US$2.7 billion.
Global Listed Infrastructure gained in June, supported by increasingly dovish central bank rhetoric and persistently low bond yields. The FTSE Global Core Infrastructure 50/50 index rose +3.2%, while global equities ended the month +5.6% higher.
Global Listed Infrastructure held up well in May as geopolitical uncertainty and a deteriorating global economic outlook drew investors towards defensive assets. The FTSE Global Core Infrastructure 50/50 index rose +2.8%, while global equities^ ended the month -2.5% lower.
Global Listed Infrastructure gained in April on solid earnings results, a brightening global economic outlook and dovish central bank commentary. The FTSE Global Core Infrastructure 50/50 index rose +0.7%, while global equities ended the month +3.5% higher.
Global Listed Infrastructure gained in March as buoyant financial markets shrugged off global growth concerns. The FTSE Global Core Infrastructure 50/50 index gained +4.7%, while the MSCI World index rose +3.4%^.
Florida is home to world leading infrastructure companies. The US state offers investors exposure to strong demographics, pro-business politics and sensible regulation. Sunshine State is more than just a reference to the weather.
Global Listed Infrastructure rebounded in January, aided by well-received December quarter earnings. The FTSE Global Core Infrastructure 50/50 index gained +4.4%, in line with global equities^.
The North American railroad sector continues to undergo transformational change, but the execution is not without risk. These companies are overhauling what have been described as ‘dense spaghetti networks’. In this update Senior Analyst Jessica Johnson shares her insights following two weeks spe...
Listed infrastructure has offered investors attractive risk-adjusted returns and lower correlations to traditional asset classes. This outcome has been achieved by delivering steady outperformance during periods of equity market weakness.
The past decade has witnessed the birth of a new asset class: Global Listed Infrastructure Securities (GLIS). While investors have embraced infrastructure as an asset class since the 1990s, the idea of investing in infrastructure via listed securities was developed by a small number of Australian...
Global Listed Infrastructure’s defensive qualities were highlighted during October’s turbulent market conditions.
Global Listed Infrastructure climbed in November as a softening global growth outlook spurred demand for defensive assets. The FTSE Global Core Infrastructure 50/50 index gained +3.1%, while global equities^ increased by +1.3%.
Global Listed Infrastructure held up better than global equities during December’s turbulent market conditions. The FTSE Global Core Infrastructure 50/50 index fell -3.4%, while global equities^ dropped by -7.4%.
Global Listed Infrastructure declined in September as a combination of rising interest rates, political interference and equity issuance dampened returns.
Global Listed Infrastructure delivered mixed returns as above-trend US GDP growth contrasted with EM volatility. The FTSE Global Core Infrastructure 50/50 index fell by -0.3%, while global equities^ gained +2.2%.
Infrastructure and utilities are at the epicentre of global efforts to reduce carbon emissions. Allocating capital appropriately within this space can effect meaningful change in working towards a two degree scenario.
Global Listed Infrastructure gained in July as earnings strength buoyed global markets and investors looked past ongoing trade tensions. The FTSE Global Core Infrastructure 50/50 index ended the month +2.9% higher, while global equities gained +3.8%.
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.
We think US utility investment opportunities remain abundant, driven by modernisation, electric vehicles and economic wind generation.
First State Investments (‘First State’) announces the launch of the First State China A Shares Fund, a sub-fund of its Dublin-domiciled UCITS Fund. The Fund is designed to meet the growing demand from investors for exposure to companies in mainland China, through securities listed on the Chinese ...
The past decade has witnessed the birth of a new asset class: Global Listed Infrastructure Securities (GLIS). While investors have embraced infrastructure as an asset class since the 1990s, the idea of investing in infrastructure via listed securities was developed by a small number of Australian...
Global listed infrastructure outperformed global equities and global bonds in 2018.
Global Listed Infrastructure declined in the September quarter as a combination of rising interest rates, political interference and equity issuance dampened returns.
Global listed infrastructure gave up ground during the March quarter. Rising geopolitical tension, regulatory headwinds and higher bond yields weighed on most infrastructure sectors.
Infrastructure in the United States today feels like the opening line of Charles Dickens’ A Tale of Two Cities: “It was the best of times, it was the worst of times”.
Global Listed Infrastructure fell during February against a backdrop of market volatility triggered by rising bond yields.
The slow pace of change in Japan and the meagre improvements made so far have been a difficult pill to swallow for Abenomics supporters.
With Initial Public Offerings in India consistently oversubscribed and valuations peaking, the team discuss their five largest holdings and why now is not the time to sell.
The latest instalment of our Travel Diary series comes from Andrew Greenup, who recently spent time in Brazil visiting infrastructure companies, assets, regulators and government bodies.
It was John Templeton who famously skewered that old bull market hubris: “It’s different this time,” as the four most expensive words in the history of investment.
Global Listed Infrastructure shrugged off a backdrop of political and trade uncertainty and maintained its upward path in May. The Fund’s benchmark, the FTSE Global Core Infrastructure 50/50 index ended the month +2.7% higher, while global equities¹ gained +4.2%.
Listed infrastructure has historically offered investors risk-adjusted returns and lower correlations to traditional asset classes. This outcome has been achieved by delivering steady out-performance of other asset classes during periods of equity market weakness.
Global Listed Infrastructure gained in April, supported by robust earnings growth and a healthy economic backdrop. The Fund’s benchmark, the FTSE Global Core Infrastructure 50/50 index, rose +3.8%, while global equities1 ended the month +3.0% higher.