Megatrends

Hedge Funds

Latent public sector need for infrastructure revealed

Excess investor demand for infrastructure assets will ease in the medium term as countries are forced to adapt to rising populations, more extreme weather, resource scarcity and digital disruption, believes QIC. And investors will play an increasingly proactive role in this pipeline of projects, often providing governments with ideas on how and what to build. […]
Investment Strategy

Get used to lower growth: Credit Suisse

Credit Suisse is telling its private clients to get back into equities, but says they must be prepared for lower than historical returns over the next 10 or so years. David McDonald, the head of strategy and research in Australia for Credit Suisse private banking, told a media briefing that the bank was forecasting “3.5 […]