Infrastructure set for bigger role in portfolios

As AsianInvestor reported yesterday, a key theme at last weekend’s Jackson Hole gathering, where the speakers included Federal Reserve chairwoman Janet Yellen, was the suggestion that monetary policy could not be expected to solve all the problems of the world economy. It is a message that is resonating across the globe, and one asset class that looks set to to benefit to a large extent is infrastructure. When it comes to mobilising capital and stimulating economic growth, infra…