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Stewart Investors manage investment portfolios on behalf of our clients over the long term and have held shares in some companies for over 20 years. They launched their first investment strategy in 1988.
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2024 was a year marked by global inflation and economic growth concerns against a backdrop of worldwide elections. As we head into 2025, volatility will remain an enduring constant.
Trade tensions have continued to rattle the market, as negotiations between China and the US remain mired in strife. The bilateral trade account and the extent of China’s willingness to open up its domestic market are among the primary areas of contention, along with accusations of forced technology transfers and lack of protection on intellectual property rights.
A monthly review and outlook of the Global Listed Infrastructure sector.
A monthly review and outlook of the Global Listed Infrastructure sector.
A monthly review and outlook of the Global Listed Infrastructure sector.
I recently returned from a two-week, coast-to-coast trip across the United States, talking to institutional clients, pension funds and investment consultants. The mood on the ground is one of caution. Rising inflation and interest rates are on everybody’s mind.
A monthly review and outlook of the Global Listed Infrastructure sector.
Insulation from the effects of inflation is a key objective for many investors. Many pension and sovereign wealth funds specifically target long-term returns of CPI (Consumer Price Index) plus 5%.
A monthly review and outlook of the Global Listed Infrastructure sector.
A monthly review and outlook of the Global Listed Infrastructure sector.
A monthly review and outlook of the Global Listed Infrastructure sector.
We are entering a new era. The year 2024 will be unpredictable and clouded by many uncertainties. It will be marked by geopolitical risks, the ongoing taming of the inflation beast, and how the US Presidential election will impact markets.
A monthly review and outlook of the Global Listed Infrastructure sector.
A monthly review and outlook of the Global Listed Infrastructure sector.
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