Insights by Benjamin Morton

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.

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.