Infrastructure: Superior returns in challenging conditions

 
Thuy Quynh

Thuy Quynh Dang

Portfolio Manager, Global Infrastructure

More by this author

7 minute read

June 2022

Share

Sign up to get our insights
Subscribe

High inflation and volatile markets are driving investors to listed infrastructure to potentially reduce risk but maintain attractive total return.

Quynh Dang, Global Infrastructure Portfolio Manager, discusses the impact of rising rates and the Russo-Ukraine conflict on infrastructure, as well as Cohen & Steers’ approach to ESG integration and engagement.

ABOUT THE AUTHORS
Author Profile Picture

Thuy Quynh Dang, Senior Vice President, is a portfolio manager on the Global Listed Infrastructure team and has analyst coverage responsibilities for Europe.

FURTHER READING

Essential assets: The case for listed infrastructure

September 2023 | 27 mins

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

April 2023 | 10 mins

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 Alternative

February 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.

2253925