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The Indian companies dominating emerging market returns
Investors looking for resilient companies could start taking note of the growing number of multinational success stories domiciled in India.
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No rule of law in emerging markets
The Skerryvore team looks to identify resilient companies in emerging markets using a few key components… but government contracts are a red flag.
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Because even “safe” stocks are risky: 7 steps to help spot red flags
Investing involves risk. This is true for whatever assets you’re buying, whether they're the latest “meme stocks”, government bonds, or equities in defensive sectors such as listed infrastructure.
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A multi-trillion-dollar opportunity: 1 theme and 2 stocks on 4D's radar
There's a huge multiplier effect of infrastructure investment, which flows into employment and economic recovery. Governments recognise that. So it enhances that that need to spend.
![4D](/sites/default/files/styles/listing_view_component/public/2022-02/Tunnel.jpg?h=6302eb89&itok=6318oY46)
"Essential" assets that probably belong in your portfolio
Whether you’re looking to branch out into equities after holding a heavy focus on fixed-income, or want to “de-risk” your existing stock exposures, infrastructure assets have a role to play in all balanced portfolios.