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Opportunities in infrastructure: strong structural megatrends

We highlight some of the key potential benefits of incorporating unlisted infrastructure into a portfolio.

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Finding FX returns through positive and negative economic shocks

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Next gen real estate

In a post-pandemic, digital world, traditional real estate assets like commercial and retail are less defensive than before. It’s time to diversify into ‘necessity’ real estate – property that reflects the evolving economy.

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Infrastructure in an inflationary world: Outlook for 2023 and beyond

In a world where cyclical growth is increasingly volatile and there are worries about inflation, portfolios have the potential to benefit from assets that have exposure to structural growth drivers such as decarbonisation and that provide a hedge against inflation risks. Could this be infrastructure’s moment to shine?

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