Coaster Capital

An illustration of why an active long-short approach to the global listed infrastructure (GLI) sector makes sense. ESG funds have gained in popularity in 2020, sometimes with a material impact on underlying holdings. This has impacted GLI stocks recently, with the iShares Clean Energy ETF buying 1%-6% of companies’ floats in a matter of weeks, leading to…

2020 will go down as a wild ride in the markets for a multitude of reasons. Heightened volatility and drawdown events have put capital preservation, absolute return, and downside management back in focus. Global infrastructure & utility stocks have been front and centre of that volatility – and a new product to launch next month…

Long-short strategies, which involve giving a fund manager the flexibility to profit when share prices rise or fall, were gaining traction before the pandemic. The trend has continued to accelerate since, but they remain an underrepresented part of most investor portfolios. Whether due to a lack of understanding or perceived higher risk, heightened equity market…