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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Global economic outlook – a strong rebound, but scars will remain
Two forces will drive a strong rebound in the global economy over the next three years: widespread vaccine roll-out allowing a progressive easing of lock-downs, and additional large scale US fiscal stimulus.
Extracting growth alpha in emerging markets
Institutional allocations to emerging markets (EM) equities have increased steadily since the 1980s1, as the asset class has evolved from frontier investment to growth mainstay.
Data, decarbonization and the travel recovery
Three themes driving infrastructure are setting up a potentially strong vintage year, coinciding with stimulus programs focusing attention on the asset class.
Biden infrastructure plan
In this exclusive interview for Truthout, one of the world’s leading progressive economists, Robert Pollin, explains what Biden’s economic plan means for the majority of American people and how it will help create a somewhat fairer tax system.
Selling fast and buying slow: Heuristics and trading performance of institutional investors
Are market experts prone to heuristics, and if so, do they transfer across closely related domains—buying and selling? We investigate this question using a unique dataset of institutional investors with portfolios averaging $573 million.
Alpha Decay
Using a novel sample of professional asset managers, we document positive incremental alpha on newly purchased stocks that decays over twelve months.
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