Infrastructure

Quick Thoughts: The American Jobs Plan is Not Just an Infrastructure Plan

by Stephen H. Dover, CFA, Franklin Templeton Investments The American Jobs Plan is not only the biggest traditional…

Real assets: Looking for income in all the right places?

by Darren Spencer, Russell Investments Real assets, including real estate and infrastructure, have become an increasingly important component…

Closing the Gap: Why Infrastructure Investing is at a Tipping Point

“Everybody talks about the weather, but nobody does anything about it.” by Steve Bonnyman, MBA, CFA®, Co-Head of…

What's driving the demand for listed infrastructure?

by Darren Spencer, Russell Investments Why listed infrastructure? Let’s follow the logic chain: Equity-market volatility, low fixed-income yields…

Real Estate & Infrastructure: Compelling Alternatives for Superior Diversification

When it comes to alternative assets, real estate and infrastructure have long been a staple for pension plans and foundations. Tom Dicker and Frank Latshaw discuss the compelling diversification benefits provided by the two asset classes.

Ray Dalio: The Shift in Ideologies

... excerpted from Ray Dalio, Chairman, CIO, Bridgewater Associates L.P. The Shift in Ideologies As far as the…

Toll Bridge Stocks: Don’t Just Do Something, Sit There

Toll Bridge Stocks: Don’t Just Do Something, Sit There by William Smead, Smead Capital Management The floating bridge,…

Debunking Five Myths About Infrastructure Debt

Debunking Five Myths About Infrastructure Debt by Gerry Jennings, Global Head, Infrastructure, AllianceBernstein Opportunities are opening up for…

In China, Urbanization Is a Two-Way Street

In China, Urbanization Is a Two-Way Street by Tassos Stassopoulos, Portfolio Manager—Emerging Consumer, Global Growth and Thematic, AllianceBernstein China’s…