The Future of Listed Infrastructure
The most commonly used listed infrastructure benchmarks can differ quite substantially from each other, particularly in sector allocation, but they all share one critical flaw: they reflect economies as they stand today and do not anticipate change. But the future of infrastructure is likely to look very different, Redpoint says.
Examining Supposed Inflation Hedges
With inflation rising and stagflation becoming a real possibility, MarketFox columnist Daniel Grioli looks back in time to find evidence of supposed inflation hedges. Delving into past literature, he finds that the performance of stocks during periods of high and rising inflation is rather dismal