What is diversification?

What is diversification? Diversifying your investments will reduce their risks and volatility, but what does it involve? Often described as “not putting all your eggs in one basket”, diversification is crucial to reducing the volatility of investing. It’s about spreading your risks. We know that the markets for different asset classes – such as bonds, shares, property or infrastructure – can go up and down for many reasons, but they usually don’t move in exactly the same way. While one market …

How global trends are creating infrastructure opportunities

How global trends are creating infrastructure opportunities The rise of emerging Asian economies, climate change, technological disruption and the ageing demographic, are among trends creating massive opportunities for investors. Understanding these trends is key to getting involved. The Asian Century The middle class in China has expanded enormously in recent years. As much as 75 percent of China’s population is expected to be classified as middle class in 2022, up from just 4 percent in …

The outlook for real assets in 2018

The outlook for real assets in 2018 Adjustments to monetary policy by Central Banks globally, along with the technological change sweeping through and changing the shape of industries, emerge as the two pervasive themes likely to define real asset valuations in 2018 and beyond, according to leading real estate and infrastructure experts. The favourable outlook for real assets is set to continue in 2018, with interest rates globally set to stay at historically low levels, …

Debunking 3 myths around global listed infrastructure

13 December 2017 Debunking 3 myths around global listed infrastructure Did you know it takes 957 gallons of water to create a single Big Mac? Some 550 million Big Macs are consumed each year in the US alone. That’s a lot of water. But we simply wouldn’t have Big Macs without the infrastructure to filter and transport water to each part of the Big Mac production process. It’s easy to forget that infrastructure is a …