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.
Read more about First State Global Listed Infrastructure
Stuart Springham, deputy manager of TM home investor, talks to us about a new income share class for the fund and a potential 2.4% yield. He tells us about pent-up demand in the housing market resulting in increased asking prices, how the new desire for gardens and offices may not result in a permanent change, how the stamp duty holiday may help...
Simon Moon, manager of the Unicorn UK Smaller Companies fund, says the recent sell-off has once again demonstrated the ability of burgeoning UK businesses to be both nimble and resilient amid uncertainty. He also explains why the boom in computer gaming is here to stay post-lockdown and why the legacy of the Industrial Revolution is alive and well...
Public sector pay rises, a higher oil price and government asset purchases all point to future price inflation, according to Rob Burdett, co-manager of BMO MM Navigator Distribution. He explains why inflationary signs are positive for value funds, describes how the “Mexican wave of global shutdowns” made diversification “null and void”, and tells...