Infrastructure is simple to understand and it is resilient: we need it no matter what else is going on in the economy. It also has pricing power, can be linked to inflation and, over the long term, has delivered healthy returns. First State has been one of the pioneers in providing access to this asset class. First State Global Listed Infrastructure fund invests in ‘hard’ infrastructure, via listed companies that own the assets.
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According to Matthew Dobbs, no business is so good that it can’t be ruined by bad management. In this podcast, the manager of Schroder Asian Alpha Plus and Schroder Oriental Income, tells us why meeting company management is so important, why there is ‘moral hazard’ in China and why slower growth is still stronger growth.
Can we rely on UK companies to pay their dividends this year? Nick Shenton and Andy Marsh join Darius McDermott in this podcast to answer this and other UK income questions. They also tell us how they go about researching a company, describe their ‘bad-cop, bad-cop’ approach to meeting management and explain how a mining company could be good for...
Simon Adler, co-manager of Schroder Global Recovery fund, talks to us about the history of value investing. Almost 100 years old, the investment style has delivered outstanding long-term returns, but has lagged in the past decade. But every ten years or so things change. Is now an unprecedented opportunity to return to value?