Insights by Benjamin Morton

What the energy transition means for infrastructure investing

January 2023 | 18 mins

The energy transition is providing numerous infrastructure opportunities as the world moves from hydrocarbons to renewable energy. With that said, challenges do exist, which points to the fact that renewables and conventional energy will need to work hand-in-hand on the road to Net Zero.

Listed Infrastructure in 2022: Factors aligning for increased investor attention

February 2022 | 14 mins

Even after strong performance in 2021, listed infrastructure stands to potentially benefit in 2022 from a favorable macro backdrop, investors’ search for inflation protection, and attractive valuations.

Essential assets: The case for listed infrastructure

November 2021 | 1 min

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.