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
Changing the imperative from ‘energy transition’ to ‘energy addition’
Aggregate energy demand will continue to increase in the coming decades, which is creating attractive investment opportunities across both the alternative energy landscape and the traditional energy value chain.
Essential assets: The case for listed infrastructure
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.
Infrastructure investing in the new economic paradigm
The prospect of enduring inflation, anemic global growth and heightened market volatility in 2023 and beyond amplify the importance of a dedicated listed infrastructure allocation.