Almost every asset class in recent years has at some point been affected by the whims of politics but none as much as infrastructure and property.
Both property and infrastructure can be accessed in a variety of formats, whether via equity exposure to companies investing in the space, investment trusts, or open-ended funds where liquidity is a major consideration.
All these options have considerable differences in what investors must understand, despite the underlying asset class being the same.
So how should open-ended funds be included given the FCA's concerns over the liquidity mismatch, and what is the outlook for UK commercial property?
If physical property is not a desired asset class, can property equities provide suitable exposure? And how should the additional equity risk and volatility be managed within a portfolio?
And what is the outlook for infrastructure? With many investors expecting a fiscal boost to the asset class, but the potential for disappointment increasing, what should investors be looking for?