In this week's Weekly Insights: -Inflation & House Prices-Conviction Calls-Research To Download By Rudi Filapek-Vandyck, Editor Inflation & House Prices.
The loss of three major listed infrastructure companies in a matter of weeks is forcing investment managers to seek assets overseas to build defensive portfolios as inflation rises.
A week out from the takeover vote, many investors have taken the cash while others reckon the board still sold the company too cheap. “If the board members are considering a future career in real estate they would starve,” one long-time investor said.
While the coal industry is undeniably in decline, there is still a bright future for both its labor force and infrastructure as countries around the world look to repurpose the industry