Listed Infrastructure Solutions
Listed Infrastructure Solutions
Global Listed Infrastructure Strategy
An actively managed portfolio of publicly traded companies owning and operating essential infrastructure assets. Our process starts with an analysis of our unconstrained core infrastructure universe which provides for greater diversification and growth potential. Robust risk management overlays high-conviction portfolio construction seeking attractive risk-adjusted returns and consistent relative outperformance.Strategy Inception: 2012
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With the start of 2026, markets are in the midst of rotation, and disruption is afoot.
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Watch our video series dedicated to the exciting world of listed infrastructure and listed real estate including the latest trends and our insights.
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Real Assets: Fundamentals
Listed infrastructure: A solution for policy benchmarks and investor portfolios
May 6, 2025
As infrastructure allocations continue to rise, more investors are considering listed infrastructure as a policy benchmark and a portfolio solution alongside private infrastructure
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Investment Perspectives
Tariff Shock: Listed Infrastructure Amidst Higher Uncertainty
April 23, 2025
Explore the economic impact of new U.S. tariffs on inflation, growth, and infrastructure investments.
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Infrastructure investments to benefit in 2024 from U.S. political shift, central bank easing, broader AI adoption, and moderated economic growth.
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The growth outlook for listed infrastructure continues to improve in 2024. We have seen increased profitability for data centers, rising estimates of future capacity installations, and surging forecasts for power demand and the utility investment needed to service.
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In this edition of Infrastructure Quarterly, we look at the moderating headwinds in infrastructure fundraising and investment activity which point to the start of a much-awaited reset amidst a boom of clean energy and data demand.
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Listed real assets markets offer investors an opportunity to capitalize on dislocated market pricing with secured access to next-generation assets.
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In this edition of Infrastructure Quarterly, we look at how the uncertainty about central banks’ rate policies extended the slowdown in infrastructure fundraising and dealmaking in the first quarter of 2024.
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We see listed infrastructure as poised to deliver above average returns, driven by enhanced earnings growth and discounted valuations.
