6 minute read
January 2021
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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.
ABOUT THE AUTHORS
Thuy Quynh Dang, Senior Vice President, is a portfolio manager on the Global Listed Infrastructure team and has analyst coverage responsibilities for Europe.
Raquel McLean, CFA Vice President, is a portfolio manager for fixed income and preferred securities portfolios and has analyst coverage responsibilities for global insurance companies and Asian banks.
FURTHER READING
Infrastructure investing in the new economic paradigm
The prospect of enduring inflation, anemic global growth and heightened market volatility in 2023 and beyond amplify the importance of a dedicated listed infrastructure allocation.
Institutional Investor: Competition Is Fierce for Private Infrastructure Deals. Here’s An Alternative
February 2023 | 1 minPortfolio Manager Tyler Rosenlicht spoke with Institutional Investor for a feature story on our recent infrastructure thought leadership and why listed infrastructure can be an attractive alternative or complement to private infrastructure in a portfolio.
What the energy transition means for infrastructure investing
The energy transition is providing numerous infrastructure opportunities as the world moves from hydrocarbons to renewable energy. With that said, challenges do exist, which points to the fact that renewables and conventional energy will need to work hand-in-hand on the road to Net Zero.