Insights by Benjamin Morton

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.

Infrastructure investing in the new economic paradigm

April 2023 | 10 mins

The prospect of enduring inflation, anemic global growth and heightened market volatility in 2023 and beyond amplify the importance of a dedicated listed infrastructure allocation.

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.