Portfolio Adviser: Inflation is at the forefront of investor’s minds

 
Thuy Quynh

Thuy Quynh Dang

Portfolio Manager, Global Infrastructure

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7 minute read

April 2022

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While infrastructure has long appealed to investors seeking diversification and stable income, the asset class’s positive inflation characteristics are driving additional interest.

Quynh Dang, Global Infrastructure Portfolio Manager, discusses how listed infrastructure stands to potentially benefit in 2022, where we see opportunities in the market, and Cohen & Steers’ unique investment approach.

ABOUT THE AUTHORS
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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.

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