Insights by Benjamin Morton

A new power paradigm: Rising electricity demand and the implications for listed infrastructure

A new power paradigm: Rising electricity demand and the implications for listed infrastructure

October 2024 | 18 mins

Utilities, midstream energy and nuclear power are poised to benefit from growth in data centers, manufacturing and the electrification of the economy.

Listed infrastructure: Factors aligning for renewed investor attention

Listed infrastructure: Factors aligning for renewed investor attention

January 2024 | 18 mins

We believe an attractive entry point for listed infrastructure is emerging, considering the potentially favorable macro environment and the asset class’s attractive valuations relative to broader equities.

Essential assets: The case for listed infrastructure

September 2023 | 27 mins

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.