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
What could a second Trump presidency mean for real assets?
Market reaction indicates investors are expecting higher inflation, deregulation, lower taxes and winners and losers in key sectors such as energy and infrastructure.
A new power paradigm: Rising electricity demand and the implications for listed infrastructure
Utilities, midstream energy and nuclear power are poised to benefit from growth in data centers, manufacturing and the electrification of the economy.
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.