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
Michelle Butler, Senior Vice President, is a Real Assets Portfolio Specialist for Cohen & Steers, specializing in Global Listed Infrastructure, Midstream Energy, and Commodities.
FURTHER READING
Essential assets: The case for listed infrastructure
Investors’ search for diversification and inflation protection has put a spotlight on infrastructure, made brighter by massive public investment programs and the accelerating transition to a digitized, decarbonized economy.
Infrastructure investing in the new economic paradigm
The prospect of enduring inflation, anemic global growth and heightened market volatility in 2023 and beyond amplify the importance of a dedicated listed infrastructure allocation.
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.
