Members of our ESG Investment Committee look ahead to the themes that will affect the future of ESG investing, including the impact the Biden administration could have on infrastructure and the energy sector.
FURTHER READING
InvestmentNews: Cohen & Steers strategist sheds new light on investing in energy sector
Portfolio Manager Tyler Rosenlicht joined InvestmentNews’ IN the Nasdaq to discuss his outlook for the future of energy and why he believes existing investment strategies provide a limited view of the asset class. He discusses why global energy demand is driving the need for energy addition, requiring both traditional and alternative energy to satisfy this demand.
3 Reasons to own global listed infrastructure today
Attractive valuations, an advantageous macro environment and high private investor interest set the stage for potentially strong total returns from listed infrastructure.
Listed infrastructure: Factors aligning for renewed investor attention
We believe an attractive entry point for listed infrastructure is emerging, considering the potentially favorable macro environment and the asset class’s attractive valuations relative to broader equities.