Infrastructure
Infrastructure Spending & Beneficiaries
While not yet set in stone, it is the consensus view that infrastructure spending will be raised to a higher level for the next few years compared to past baseline expenditures. Although the exact numbers are still unknown, we examined the President Biden-endorsed bipartisan plan to provide a picture of the relative scale of the anticipated spending in the context of historical trends. In addition, we identified a group of industries that may be beneficiaries of the proposal.
Trump Rally—More Tortoise & Less Hare Please
Market reaction since the election has been right on the money. What we didn’t expect was the speed and the magnitude of the so-called “Trump Trade."
Thoughts On China Investing: Domestic Consumption Versus Infrastructure Play
Jun Zhu makes a compelling case for focusing China equity exposure on consumer stocks. Increases in bank “Required Reserves” mandated by China government will have greater impact on Infrastructure stocks, while consumerism is still being supported and encouraged.
Global Infrastructure: A New Addition to the Equity Portfolio
"Global Infrastructure" seeks to identify companies that will take advantage of expanding capital outlays for these types of projects around the world.
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