Investment ideas: Infra fund of fund, Defensive stocks, Euro/UK indices and crypto factors

Lots of adventuous ideas today. A new fund of fund in the infra space looks promising, how to work out which European index is right for you and why we might see crypto factor investing emerge

New Downing Infra fund of fund

Interesting to see that the fund of fund space within infrastructure is becoming even more competitive. We’ve already got both VT Gravis and Foresight operating big UCITs mutual funds in this space and now Downing has entered the battle. Theirs is I think a very novel strategy. In essence, it’s a passive approach built arou…