It can be said in no uncertain terms that it has been a difficult year for equity investors. Only the US stock market has posted positive returns thus far and, as 2019 approaches, we must be wary about entering a prolonged period of equity market volatility.
Good diversifier from traditional assets
Secure and inflation-linked income
Above average yield
Moving away from crowded renewable assets
Share price premium to NAV
Diversification by equity region has not helped investors as it once did, so thoughts should turn to how portfolios can be diversified by asset class. Rising interest rates make bonds look fragile, UK commercial property has suffered due to Brexit uncertainty and traditional infrastructure is being held back by the risk of political meddling.