Essential assets: The case for listed infrastructure

Essential assets: The case for listed infrastructure

Benjamin Morton

Head of Global Infrastructure

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1 minute read

November 2021

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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.

  • A growing asset class with a compelling track record
    Infrastructure’s regulated, concession-based or contracted revenues and inflation sensitivities have historically resulted in competitive returns, low volatility and strong performance in periods of higher-than-expected inflation.
  • A diverse universe supported by structural growth trends
    Infrastructure companies are leading the charge in clean energy, supply chain modernization and the digital economy, creating potential long-term opportunities for growth.
  • A liquid complement to private assets
    A listed infrastructure allocation can provide access to diverse assets that may not be readily available through private investments, while also offering liquidity to aid in managing and rebalancing portfolios.
ABOUT THE AUTHORS
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Benjamin Morton, Executive Vice President, is Head of Global Infrastructure and a senior portfolio manager for Cohen & Steers’ infrastructure portfolios, including those focused on master limited partnerships.

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