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July 2021
Hedging inflation with infrastructure ►

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. 

April 2021
Stimulus proposal could add fuel to infrastructure tailwinds ►

Head of Global Infrastructure, Ben Morton shares why we see the proposed spending package and tax changes as a clear positive for listed infrastructure.  He highlights how the stimulus ties into key themes we’ve highlighted over the past year in decarbonization, data growth and the transport recovery.

November 2020
Factors Driving the Infrastructure Opportunity ►

Investing in infrastructure accesses the hard assets that underpin societies and economies globally.  Head of Global Listed Infrastructure Ben Morton talks about the secular drivers and key subsector themes the team sees and how we as active managers can dynamically allocate to take advantage of them.  

August 2019
Cell Towers and Data Centers in the 5G Economy ►

5G wireless network technology is generating a lot of buzz these days about what it might mean for consumer devices, for innovation and for economic growth. These applications are built on infrastructure. Without it, they can’t exist. We talked with senior research analysts Ji Zhang and Humberto Medina to understand the real estate and infrastructure opportunities behind 5G.

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