Michelle Butler, real assets portfolio specialist at Cohen & Steers, explains why the shift in monetary policy is favourable to listed infrastructure.
Tag: 5G
Investors seek new returns in infra assets
The themes of decarbonisation, reshoring and the 5G evolution should support global listed infrastructure assets going forward.
NB launches Asia thematic fund
The equity strategy will focus on disruptive innovations and applications in Asia and the sale will be anchored by an exclusive distribution deal.
Fidelity rides on 5G theme
The firm changed the strategy of its global communications offering, which is expected to roll out in Singapore.
A look at Neuberger Berman’s 5G strategy
Portfolio manager Yan Taw Boon explains how the firm seizes opportunities within the theme.
