Investment Perspectives

The Starting Line: Listed Infrastructure ready to run

December 15, 2023 6 Minute Read Time

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2023 was an atypical year for listed infrastructure, in which the asset class underperformed broad markets. Infrastructure’s lag has set the stage, in our view, for an analogue to its 2003-2007 bull run. Within, we review catalysts for potential infrastructure outperformance, earnings and valuations for the asset class, and our positioning for relative outperformance in the year ahead.