Towers and turbines: An infrastructure stimulus update

 

Michelle Butler

Senior Portfolio Specialist

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7 minute read

December 2021

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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.

ABOUT THE AUTHORS
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Michelle Butler, Senior Vice President, is a Real Assets Portfolio Specialist for Cohen & Steers, specializing in Global Listed Infrastructure, Midstream Energy, and Commodities.

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