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OBOR - Infrastructure Investing: Both Too Much And Too Little
KraneShares MSCI One Belt One Road Index
2024-04-10 11:00:00 ET
Summary
Despite a lacklustre couple of years, there seems to be a buzz around listed infrastructure funds.
Infrastructure assets tend to come with a lot of debt attached, often considered bond proxies, and therefore vulnerable to the rising rate environment since 2022.
Infra is something that should stay on investors’ radars, especially as rates reduce.
By Dewi John
Despite a lacklustre couple of years, there seems to be a buzz around listed infrastructure funds....