Head of Global Infrastructure, Ben Morton shares why we see the proposed spending package and tax changes as a clear positive for listed infrastructure. He highlights how the stimulus ties into key themes we’ve highlighted over the past year in decarbonization, data growth and the transport recovery.
FIS Digital – May 2021
A post-COVID economy
The big difference between the vaccine rollouts and the scale of the stimulus measures across the world could result in a K-shaped global economic recovery, with much of the developed world booming but poorer countries continuing to struggle. However the
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Positioning for waves of change with listed infrastructure
Innovation in data transmission and renewable energy, a reopening economy and historic policy support are combining to create attractive infrastructure opportunities for investors looking to build more resilient portfolios.
Fundamentals tilt in favour of emerging markets
Emerging market assets perform well in an environment of rising inflation and strong growth, even when yields are going up and developed market economies are outperforming.
The origin of COVID: Did people or nature open Pandora’s box at Wuhan?
The COVID-19 pandemic has disrupted lives the world over for more than a year. Its death toll will soon reach three million people. Yet the origin of pandemic remains uncertain: The political agendas of governments and scientists have generated thick clouds of obfuscation, which the mainstream press seems helpless to dispel.
Capital flows and debt
The IIF provides ongoing, cutting-edge analysis of international capital flows. Our flagship products are the Capital Flows to Emerging Markets Report (twice a year), the monthly Capital Flows Tracker, and our various proprietary capital flows databases. In addition, we occasionally produce one-off research notes on topical issues.
Conquering the great divide
The pandemic has laid bare deep divisions, but it’s not too late to change course
Will corporate greed prolong the pandemic?
The shortfall in global COVID-19 vaccine production could be closed if manufacturers around the world were granted access to the necessary technology and knowledge.
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