Managing AnalystMore by this author
5 minute read
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.
Institutional Investor: Competition Is Fierce for Private Infrastructure Deals. Here’s An AlternativeFebruary 2023 | 1 min
Portfolio 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.
Recession or not, growth is slowing: Our macro team’s view
Our base case calls for a shallow recession as inflation peaks and central bank policies take hold. Here’s how we’re positioned across key strategies.