A portfolio manager’s perspective: Opportunities in listed infrastructure

 
Thuy Quynh

Thuy Quynh Dang

Portfolio Manager, Global Infrastructure

More by this author

6 minute read

July 2022

Share

Sign up to get our insights
Subscribe

Quynh Dang, Global Infrastructure Portfolio Manager, discusses the impact of private capital finding its way to the listed infrastructure universe, the benefits of getting exposure to the renewables theme via infrastructure, and other infrastructure sectors we are watching right now.

ABOUT THE AUTHORS
Author Profile Picture

Thuy Quynh Dang, Senior Vice President, is a portfolio manager on the Global Listed Infrastructure team and has analyst coverage responsibilities for Europe.

FURTHER READING

3 Reasons to own listed infrastructure

3 Reasons to own global listed infrastructure today

July 2024 | 5 mins

Attractive valuations, an advantageous macro environment and high private investor interest set the stage for potentially strong total returns from listed infrastructure.

Capital Market Assumptions

Capital Market Assumptions: Expectations for the next 10 years amid a generational change for markets

June 2024 | 22 mins

We expect higher fixed income and real asset returns alongside lower U.S. equity returns for the next decade.

Investing in the future of energy

Investing in the future of energy

April 2024 | 3 mins

Global energy demand is poised for substantial growth in the coming decades, which is creating attractive investment opportunities across the alternative energy landscape and the traditional energy value chain.

2301651