Insights

It is not only since the 2 trillion infrastructure plan proposed by President Biden that infrastructure investments have emerged onto investors’ agendas. Particularly listed infrastructure investments may offer compelling and complementary benefits to an overall portfolio. Would you like to learn what these are and how listed and unlisted infrastructure investments differ from each other?

In the latest Global Market Outlook, Vescore’s specialist team explains what the models are signaling while market participants are concerned about inflation and monetary policy.

Over the past several decades, the marketplace has both discovered and developed the global infrastructure asset class via private and listed investments. For many years, infrastructure was a newly emerging investment area. Nowadays, it represents a deep and diverse investable universe of several trillion US dollars.

In its latest Global Market Outlook, the Vescore specialist team explains the signals from its models in an environment that confronts market participants with optimism and inflation worries.

US President Biden’s policies will have a multifaceted impact on emerging markets. Increased US fiscal spending is likely to drive demand for EM goods, whereas fast and strong US yield increases could be bad news for emerging markets.

In its latest Global Market Outlook, Vescore’s specialist team explains the signals from its models against the current backdrop of a strong risk appetite among market participants.

If you suffer from pandemic-induced cabin fever, you would be even worse off without your daily chat with colleagues. Even pre-Covid, our reliance on infrastructure piqued the interest of equity investors in telecoms, transport or property companies. We believe in publicly traded shares, others prefer the unlisted path – a discussion worth having.

Inflation seems to have carte blanche for now. This means that commodities as inflationary hedges are likely to be in high demand while the economic recovery progresses. This will be met with strained logistics and underdeveloped supply capacities, which is likely to push commodities into their next supercycle.

In its latest Global Market Outlook, Vescore’s specialist team explains the signals from its models amidst the burgeoning inflation worries currently stirring up the markets.