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

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A portfolio managers perspective Opportunities in listed infrastructure

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Quynh Dang, Global Infrastructure Portfolio Manager, discusses the impact of private capital finding its way to the listed infrastructure universe, the benefits of getting exposure to the renewables theme via infrastructure, and other infrastructure sectors we are watching right now.

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