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, is a portfolio manager on the Global Listed Infrastructure team.
FURTHER READING
Private and listed infrastructure: The case for a complete portfolio
Allocations to both listed and private infrastructure can provide increased diversification, liquidity and enhanced performance
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.
Capital Market Assumptions
Expected returns for the next 10 years amid elevated inflation and resilient global growth
