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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Fiduciary Investors Symposium 2021: Day 2
Watch day two of the Fiduciary Investors Digital event like it’s a live stream. All the action and all the speakers can be viewed here.
Inflation: The question on everyone’s lips
This session takes an indepth look at an issue being discussed around every investment table… inflation.
Inflation and interest rate expectations: Intensifying risk or a temporary spike?
This session examined the proposition that we are in a “lower for longer” environment, explored whether a reflationary environment will prevail, and determined if growth is around the corner.
Investing in new infrastructure
This session examined how the digitalization of economies and the shift to renewable energy offer potential long-term growth opportunities in infrastructure; and how it can play a role in long-term investor portfolios.
Global debt – the impact over the long term
This session examined the growing debt burden, borrowing from the future, and the impact on markets, the economy and asset class returns.
Distressed debt: what now after the recovery?
Is distressed an indicator of public market activities. Given the recovery in markets, what does that mean for the opportunity in distressed? Will we see a divergence in the bond and equity markets? What are the regional differences and where are the opportunities?
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