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

 
Thuy Quynh

Thuy Quynh Dang

Portfolio Manager, Global Infrastructure

More by this author

7 minute read

April 2022

Share

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
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

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.

What the energy transition means for infrastructure investing

January 2023 | 18 mins

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

August 2022 | 10 mins

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.

2091542