Infrastructure debt offers a differentiated, diversifying source of yield – backed by essential assets, contracted cashflows and strong downside protection.
As war in the Middle East adds to a series of global supply shocks, emerging markets are showing growing resilience in an increasingly multipolar world.
Geopolitical tensions and higher oil prices increased dispersion across emerging markets debt, reinforcing the importance of selective, fundamentals-driven investing.
Wild swings in energy prices signal inflationary forces stretching into the longer-term. Investors seeking dependable, inflation-proofed income need a flexible approach across a global pool of assets....