Aug 11
Its been a while since I put some of my broader investment thoughts in writing and I’ve just written almost 4000 words to satisfy that…so it also sort of makes up for my lack of posting. So below is a lot of what I have written and hopefully its readable for anyone interested…I actually haven’t …
Jun 10
Recent years has seen increased interest in infrastructure being included in investment portfolios. The justification goes that, infrastructure assets provide steady income streams linked to inflation from large, often monopoly assets (like toll roads, airports and the like), with long lifetimes that can reduce the capital volatility. As the following ten year chart shows, global infrastructure (represented …