Bertrand Cliquet, fund manager of the Lazard Global Listed Infrastructure Equity fund, explains why infrastructure asset prices in North America are materially overvalued.
James Calder, research director at City Asset Management, has revealed the top five niche investments he holds in his portfolios.
Fund buyers have cautioned on investing in the UK's buoyant property market, amid fears the sector may be overheating.
Sheldon MacDonald, senior investment manager at Architas, favours real estate investment trusts (REITs) for property exposure and has named the four trusts he is backing in his portfolios.