Senior Portfolio SpecialistMore by this author
6 minute read
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.
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.
Institutional Investor: Competition Is Fierce for Private Infrastructure Deals. Here’s An AlternativeFebruary 2023 | 1 min
Portfolio Manager Tyler Rosenlicht spoke with Institutional Investor for a feature story on our recent infrastructure thought leadership and why listed infrastructure can be an attractive alternative or complement to private infrastructure in a portfolio.
What the energy transition means for infrastructure investing
The energy transition is providing numerous infrastructure opportunities as the world moves from hydrocarbons to renewable energy. With that said, challenges do exist, which points to the fact that renewables and conventional energy will need to work hand-in-hand on the road to Net Zero.