Michelle Butler, real assets portfolio specialist at Cohen & Steers, explains why the shift in monetary policy is favourable to listed infrastructure.
Tag: decarbonisation
Investors eye EV sector to drive returns
The commitment in Asia to a low-carbon future should present opportunities for investors across the electric vehicle ecosystem.
Amundi’s Iaccarino: Avoiding the ESG premium
The head of equity solutions explains investors could compromise returns if they fall into the trap of tunnel vision.
Value-hunters to profit from next phase of China growth
Value investing will trump growth-oriented strategies for investors in Chinese equities, says AB.
Investors seek new returns in infra assets
The themes of decarbonisation, reshoring and the 5G evolution should support global listed infrastructure assets going forward.
Asian real estate to reward patient investors
New research points to sectors like retail and office showing signs of improving fundamentals and stability.
Global lens offers improved emerging market returns
Eastspring Investments says investors with exposure to Asian equities should also look globally for diversified emerging markets returns over the longer term.
GSAM: Where to look for winners in the grey-to-green transition
Goldman Sachs Asset Management details the opportunities for investing in companies that are transitioning.
Schroders tips three themes for strategic allocations
Demographics, decarbonisation and deglobalisation are each compelling sources of new investment opportunities.
Thai taxonomy first phase focuses on decarbonising energy and transport
Bank of Thailand and Securities and Exhange Commission publish draft of sustainable finance taxonomy.
