Essential assets: The case for listed infrastructure

Essential assets: The case for listed infrastructure

Benjamin Morton

Head of Global Infrastructure

More by this author

1 minute read

November 2021


Download Report

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.
Author Profile Picture

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.


Recession and the roadmap for listed and private real estate

September 2022 | 17 mins

We see an economic backdrop that will create an opportunity for strong vintage returns for both listed and private real estate. Both cyclical and secular shifts are likely to create investment opportunities, and we think allocating across both private and listed real estate will be critical.

3 reasons to consider preferreds when rates are rising

September 2022 | 10 mins

Preferred securities have characteristics that can potentially help mitigate the effects of rising interest rates.

Strong foundations: The case for real estate securities

August 2022 | 37 mins

Listed real estate offers access to high-quality assets with strong growth potential, providing an efficient, liquid vehicle for investors seeking the unique benefits of the asset class.