Pictet AM’s Wigley: Investors yet to recognise infrastructure’s growth inflection
Infrastructure equities are seeing a growth inflection not yet recognised by the market, according to James Wigley, portfolio manager at Pictet Asset Management.
Infrastructure
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Pictet AM’s Wigley: Investors yet to recognise infrastructure’s growth inflection
Infrastructure equities are seeing a growth inflection not yet recognised by the market, according to James Wigley, portfolio manager at Pictet Asset Management.
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Aberdeen’s MyFolio range increases allocations to infrastructure, real estate and short-dated bonds
Structural drivers underpin demand in global infrastructure and real estate, as equity return assumptions move lower, said Aberdeen Investments.
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Aberdeen highlights shift in private markets focus
Private markets are entering a more selective phase, says Aberdeen Investments.
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DWS hires head of alternatives client coverage for Apac
DWS has appointed a former LaSalle IM executive as head of alternatives client coverage for Apac.
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Brookfield launches evergreen infrastructure strategy to the Australian wealth market
Brookfield Infrastructure income fund is available to wholesale investors in Australia’s private wealth market.
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BlackRock upgrades DM equities on AI-driven earnings
The BlackRock Investment Institute also downgraded high yield to neutral and DM government bonds to underweight.
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M&G hires former Goldman Sachs infrastructure banker
Paul Haegy has been appointed head of infrastructure debt and private placements.
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AllianzGI raises $270m for Asian Infrastructure Credit fund
The new private credit vehicle will invest in credit instruments backed by infrastructure assets.
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Schroders: private markets have rarely been more relevant
Structurally, private investments are less exposed to the sentiment swings of public indices, says Schroders Capital CIO Nils Rode.
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Pantheon launches infrastructure secondaries fund
The Pantheon Global Infrastructure Secondaries fund will be domiciled in Luxembourg.
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Schroders CEO voices concerns over alignment in private credit
Schroders chief executive Richard Oldfield says he is seeing a shift to an originate to distribute model in private credit.
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Ardian and S64 partner to launch evergreen infra fund in Australia
The new evergreen infrastructure fund will target Australia’s wealth segment.
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RFO partners to build wealth operating infrastructure for EAMs and MFOs
Raffles Family Office is collaborating with GoUpscale and Synpulse to create Quantive Partners.
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Macquarie AM hires 3 for Asia wealth team
The infrastructure specialist is expanding its presence in the Asia wealth market.
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BII: Infrastructure provides portfolio enhancement
Adding infrastructure could improve efficiency and diversification, says the BlackRock Investment Institute.
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Utilico’s Broers: Four global megatrends impacting emerging markets
Utilico’s Jacqueline Broers explains why a weaker dollar can have a more pronounced positive impact on EM-listed infrastructure.