Solid global growth to support earnings and investment plans for global infrastructure assets in 2026

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Despite economic and trade policy uncertainty and a disruptive geopolitical landscape, infrastructure assets remain well positioned heading into 2026, according to Sarah Shaw, CEO and global portfolio manager at 4D

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Are we there yet?! Trump’s tariff policies, the impact on the economy and global listed infrastructure

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The last two weeks have broken multi decade records for intraday equity market reversals and single day rallies. We have also seen heightened bond market volatility, a material repricing of

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Solid outlook for infrastructure investment in 2025 despite Trump uncertainty

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Despite economic uncertainty in the US and globally, with a new Trump presidency and the potential impact of tariffs, a solid foundation underpins infrastructure investments which will continue to deliver

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Trump 2.0

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The new Trump Administration in the US is a major wildcard for the year ahead, both economically and geopolitically, with implications home and abroad. Whilst Trump’s main campaign policies and

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The big picture: Western Asset’s latest insights on economic drivers and credit markets for fixed-income investor fourth quarter 2024

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In its most recent analysis, Western Asset, part of the Franklin Templeton group, highlights its base case calls for further weakening of global growth and further declines in inflation with

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Infrastructure investment is an optimal asset class in this turbulent political and economic time

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The upcoming November election has dominated the US media headlines, with the contest expected to be tight. Anecdotal conversations with management teams at the time indicated domestic concerns mirror international

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Attractive investment opportunities on offer across Asian infrastructure

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Despite ongoing global political and economic headwinds, the value proposition of quality infrastructure projects in some Asian nations is very attractive, according to Sarah Shaw, global portfolio manager and CEO/CIO

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Powering up European network investment

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When talking about the energy transition, naturally, the focus has been on renewable energy. Many an article has been written on the exponential growth in wind, solar and batteries driven

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Interest rate cuts to support infrastructure assets in 2024

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Central bank interest rate cuts are a tailwind for infrastructure assets, especially parts of the utility sector which has been hard hit by the sharp rise in interest rates, according

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Geopolitics: 2024 is an election super cycle 

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Geopolitical risks have spiked and are set to only become more important and unpredictable in 2024, with the highest geopolitical risk in decades compounding economic uncertainty. This is due to

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