Insights by Benjamin Morton

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.

Three strategies for building inflation-resilient portfolios

April 2021 | 1 min

Extraordinary policy measures may be tilting inflation risks to the upside, reinforcing the need for diversifying assets that tend to respond well to unexpected inflation.