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.
ABOUT THE AUTHORS
Thuy Quynh Dang, Senior Vice President, is a portfolio manager on the Global Listed Infrastructure team and has analyst coverage responsibilities for Europe.
FURTHER READING
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.
Investing in the future of energy
Global energy demand is poised for substantial growth in the coming decades, which is creating attractive investment opportunities across the alternative energy landscape and the traditional energy value chain.
Why the consensus approach to energy investing is flawed
Investors have increasingly viewed energy through an either/or lens, taking a zero-sum view, and limiting their investments to traditional or alternative energy forms. This is a flawed approach.