High inflation and net zero targets are key contributors to infrastructure assets looking more attractive to a growing number of investors, according to ClearBridge Investments.
Category: Alternatives
Blockchain creates new scope for investors
The ever-wider business application of the blockchain ledger system offers investment opportunities way beyond cryptocurrencies, according to BNY Mellon Investment Management (BNY Mellon IM).
Apac real estate to offer robust returns
Strong regional economies will support rental housing, logistics and central city-based ESG-compliant offices as attractive sectors over the next year, according to PGIM Real Estate.
Schroders favours commodities and alts amid recession risks
Investors should be exposed to oil and gold to diversify their portfolios with a view to a bleaker future.
HSBC GPB sets out diversification strategy
The wealth manager focuses on quality earnings among global equities, and is positive on credit.
Inflation offers new potential for infrastructure
An inflationary environment and the move to renewable energy sources bode well for certain infrastructure assets, according to BNY Mellon Investment Management (BNY Mellon IM).
Pictet WM pinpoints opportunities amid volatility
Volatility will remain an investment theme with pockets of equities and fixed income worth watching, according to Pictet Wealth Management.
Pimco reveals three ways to hedge inflation risk
Emerging market currencies, green energy and real estate provide attractively-priced inflation hedges to make portfolios more resilient, according to Pimco.
Pinebridge expects a China property rebound
The US asset manager also favours carbon credits and commodities for carry as it expects real yields to continue to rise.
Collapse of crypto makes investors nervous
Those looking to outsmart inflation might want to avoid this volatile asset class.
