Why Infrastructure Investments Are the New Bonds
Investments in physical assets did better and promise more than fixed income.
Investments in physical assets did better and promise more than fixed income.
Institutional investors are still placing long-term bets on emerging markets despite recent volatility.
Despite US constraints and pandemic headwinds, odds are they’ll spring back to their old growth level, analysts say.
The cash flow is solid, except for occasional problems like pandemic-reduced traffic volumes.
Pension funds and other institutions are considering investing in problem properties via KKR, Apollo, Blackstone, and other Wall Street players. The goal: turnarounds.
Beijing’s hard-line policies and investing hurdles complicate the decision.
CIO Vince Smith discusses how the council is insulating its portfolio against near-term market fluctuations.
Hurdles include high valuations of risk assets, macroeconomic future.