The potential for high inflation to linger and how to protect investment portfolios in that environment is a common investor concern.
Michelle Butler, Senior Portfolio Specialist, discusses how listed infrastructure has historically delivered inflation sensitivity when needed, the drivers behind that sensitivity and current sub-sector opportunities.
ABOUT THE AUTHORS
Michelle Butler, Senior Vice President, is a Real Assets Portfolio Specialist for Cohen & Steers, specializing in Global Listed Infrastructure, Midstream Energy, and Commodities.
FURTHER READING
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
What could a second Trump presidency mean for real assets?
Market reaction indicates investors are expecting higher inflation, deregulation, lower taxes and winners and losers in key sectors such as energy and infrastructure.