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
Related Articles
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Article
High Grade: The opportunity to enhance MLP allocations with listed infrastructure
November 13, 2023
Long-standing investors in midstream energy have been rewarded for their patience over the last several years, as the asset class has been amongst the strongest performers in listed real assets with the recovery from Covid.
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Article | Investing in Infrastructure
A Guide to Listed and Private Infrastructure Solutions
September 20, 2023
We’re often asked for our views across listed and private infrastructure. Within, we review the market. We see listed and private as two ways to access an asset class that continues to garner institutional support.
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Article | Investing in Infrastructure
Listed Infrastructure: A premium asset class on sale
June 28, 2023
After strong relative performance in 2022, listed infrastructure has lagged equities in the first half of 2023.
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Article | Foresight: Sustainability
Policy support propels the case for renewable energy
April 7, 2023
Investors in renewable energy are steering through a sustainable energy transition amid a protracted energy crisis & an uncertain economic landscape.
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Amidst uncertainty resulting from the banking crisis, CBRE Investment Management provides its views for listed real assets.
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Investors are considering listed infrastructure as a core holding within their portfolios. In this guide, we review institutional flows to the asset class and the implications for retail ownership.
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When we confront an increasingly uncertain world, we find comfort in the resilience and reliability of infrastructure earnings. Within, we review our outlook for listed infrastructure in 2023.
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Article
Real Commitments and Real Impact: Listed real assets on the path to net zero
December 8, 2022
At CBRE Investment Management, we believe that specialized ESG integration is essential to consider companies that are themselves specialized, unique and disparate entities compared to general equities.
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When we review the effects of the Inflation Reduction Act on the listed and private infrastructure asset classes, we find companies that are essential to accomplish the IRA’s dual mandates of decarbonization and energy security.
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In periods of below-average economic growth and high inflation, infrastructure performs better than general equities due to the defensive, inflation-linked nature of its cash flows.
