The energy transition away from fossil fuels towards renewable sources is not just making headlines. Investors are increasingly looking for ways to take advantage of something we see as a long-term trend.
Analyst Chris DeNunzio shares key listed infrastructure subsectors that could benefit from decarbonization, the economic drivers behind the opportunities and the political catalysts supporting them.
ABOUT THE AUTHORS
Christopher DeNunzio, Vice President, Vice President, is a managing analyst specializing in infrastructure securities.
FURTHER READING
Essential assets: The case for listed infrastructure
Investors’ search for diversification and inflation protection has put a spotlight on infrastructure, made brighter by massive public investment programs and the accelerating transition to a digitized, decarbonized economy.
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.
