Tech advancements are transforming infrastructure opportunities in project finance.Funding for infrastructure assets has shifted with less coming from commercial banks and more capital coming institutional investors.Technology is impacting infrastructure with the telecom industry moving from 4g to 5g, causing a larger demand for location-specific data centers.An abundance of capital allows independent third-party trustees the opportunity to partner with many sources.
In the April issue of our monthly flagship publication, we feature:On the Record by Chief Investment Officer Tony Roth, where he sorts through a bevy of mixed economic data and brings clarity to the various leading—or perhaps misleading—indicators in determining how heavily to weigh each and whether to conclude that we are on the cusp of a recession.
April 8, 2019 – Indian general elections are scheduled to begin on April 11, lasting through May 19. These elections have the potential to be largely consequential not just for India, but also for the performance of emerging markets equities at large. Over the previous five years, Indian equities have outperformed the MSCI Emerging Markets Index due in part to the current pro-business administration.