While Governance factors tend to be consistent across sectors, the Environment and Social factors vary. Portfolio manager Quynh Dang breaks down the unique factors that apply to infrastructure and how the team approaches them.
FURTHER READING

The conflict in Iran, oil markets and our outlook
June 2025 | 9 mins
Geopolitical uncertainty will likely create short-term volatility, but we believe fundamental, long-term analysis can provide clarity through these events.

Private and listed infrastructure: The case for a complete portfolio
May 2025 | 21 mins
Allocations to both listed and private infrastructure can provide increased diversification, liquidity and enhanced performance

3 Reasons to own global listed infrastructure today
April 2025 | 4 mins
Attractive valuations, an advantageous macro environment and high private investor interest set the stage for potentially strong total returns from listed infrastructure.
1472330