Portfolio Manager, Global InfrastructureMore by this author
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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.
The following article was published by Institutional Investor and is made available here with permission.
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.
Recession or not, growth is slowing: Our macro team’s view
Our base case calls for a shallow recession as inflation peaks and central bank policies take hold. Here’s how we’re positioned across key strategies.
Inflation Reduction Act is a net positive for listed infrastructure
The Inflation Reduction Act of 2022 (IRA) addresses three key areas: climate issues, corporate taxes, and healthcare.
Please see important disclosures and risks below.
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Global Infrastructure Securities
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