With the signing of the Infrastructure Investment and Jobs Act and an even larger package awaiting Senate approval, the U.S. is poised to make its largest investment in infrastructure since Eisenhower rolled out the interstate highway system in the 1950s.
Portfolio Specialist Michelle Butler discusses why we believe electric utilities and renewable energy developers should benefit from clean energy initiatives, how cell tower demand could benefit from expanded broadband access and why this adds to an already strong investment case for listed infrastructure.
FURTHER READING
InvestmentNews: Cohen & Steers strategist sheds new light on investing in energy sector
Portfolio Manager Tyler Rosenlicht joined InvestmentNews’ IN the Nasdaq to discuss his outlook for the future of energy and why he believes existing investment strategies provide a limited view of the asset class. He discusses why global energy demand is driving the need for energy addition, requiring both traditional and alternative energy to satisfy this demand.
3 Reasons to own global listed infrastructure today
Attractive valuations, an advantageous macro environment and high private investor interest set the stage for potentially strong total returns from listed infrastructure.
Listed infrastructure: Factors aligning for renewed investor attention
We believe an attractive entry point for listed infrastructure is emerging, considering the potentially favorable macro environment and the asset class’s attractive valuations relative to broader equities.