Insights by Thuy Quynh Dang

A portfolio managers perspective Opportunities in listed infrastructure

A portfolio manager’s perspective: Opportunities in listed infrastructure

July 2022 | 6 mins

Quynh Dang, Global Infrastructure Portfolio Manager, discusses the impact of private capital finding its way to the listed infrastructure universe, the benefits of getting exposure to the renewables theme via infrastructure, and other infrastructure sectors we are watching right now.

Infrastructure Superior returns in challenging conditions

Infrastructure: Superior returns in challenging conditions

June 2022 | 7 mins

High inflation and volatile markets are driving investors to listed infrastructure to potentially reduce risk but maintain attractive total return.

Portfolio Adviser Inflation is at the forefront of investors minds

Portfolio Adviser: Inflation is at the forefront of investor’s minds

April 2022 | 7 mins

While infrastructure has long appealed to investors seeking diversification and stable income, the asset class’s positive inflation characteristics are driving additional interest.