Guinness Global Investors recently released its “FP Foresight Global Real Infrastructure Fund” Q3 2026 investor letter. The Fund returned -6.4% in the third quarter of 2026, although it remained up 8.7% year to date, compared with a 5.2% gain for its UK CPI +3% benchmark. The Fund’s September return was -3.6%, as rising bond yields weighed on utilities, renewable energy, and digital infrastructure stocks. The U.S. 10-year Treasury yield increased from 4.44% at the end of June to 5.29% by...
