Sunday, March 24, 2024

Infrastructure: from investment backwater to a $1tn asset class

Early movers profited from unloved assets, but higher interest rates and more competition mean windfalls will become harder to achieve


http://dlvr.it/T4ZJDT

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The barbell tolls for fixed income investing

A trend long associated with equity investing is now playing out in the bond markets http://dlvr.it/TDc3ZC