Invesco Global Infrastructure Fund Q4 2024 Commentary
Source: SeekingAlpha
2025-03-11 09:10:00 ET
Summary
- The fund had a small loss for the quarter, underperforming its benchmark.
- The fund’s stock selection was largely positive for the quarter, but an overweight in Europe was a notable detractor from relative return.
- Positioned for more neutral monetary policy and secular growth.
- The fund is allocated to companies that we believe are well positioned for earnings growth even amid inconsistent global growth and less accommodative central bank monetary policies.
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Invesco Global Infrastructure Fund Q4 2024 Commentary
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