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
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 minPortfolio 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
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.
Please see important disclosures and risks below.
The views and opinions are as of March 2022 and subject to change without notice and represent an assessment of the market environment at a specific point in time, should not be relied upon as legal, investment or tax advice and is not intended to predict or depict performance of any investment. We consider the information to be accurate, but we do not represent that it is complete or should be relied upon as the sole source of appropriateness for investment. Investors should consult their own investment professional with respect to their individual circumstances.
Data quoted represents past performance, which is no guarantee of future results. There is no guarantee that any historical trend illustrated above will be repeated in the future, and there is no way to predict precisely when such a trend will begin. There is no guarantee that a market forecast made in this commentary will be realized.
Risks of Investing in Global Infrastructure Securities.
Infrastructure issuers may be subject to regulation by various governmental authorities and may also be affected by governmental regulation of rates charged to customers, operational or other mishaps, tariffs, and changes in tax laws, regulatory policies, and accounting standards. Foreign securities involve special risks, including currency fluctuation and lower liquidity. Some global securities may represent small and medium-sized companies, which may be more susceptible to price volatility than larger companies. No representation or warranty is made as to the efficacy of any particular strategy or fund or the actual returns that may be achieved.
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