With the global economy entering a new regime characterized by higher interest rates, higher inflation and lower growth, we believe infrastructure has underlying fundamental characteristics that will position the asset class to continue to drive strong relative and absolute performance. Our portfolio managers Ben Morton and Quynh Dang sat alongside Angela Miller-May, CIO of Illinois Municipal Retirement Fund and offered unique insights into today’s environment.
Session
Watch the session to learn why…
- Listed infrastructure is more correlated to private infrastructure than to the broad equity market, making the pair a solid complement.
- Infrastructure’s historical performance characteristics include equity-like returns, lower volatility and attractive downside capture over the full market cycle.
- Investors have to focus on strategic asset allocation during times of disruption.
Panelists:
- Ben Morton, Head of Global Listed Infrastructure
- Quynh Dang, Portfolio Manager, Global Listed Infrastructure
- Angela Miller-May, CIO, Illinois Municipal Retirement Fund
- Moderator: Evan Serton, Senior Portfolio Specialist
← Real assets and alternative income in a changing landscape overview
INSIGHTS
Tyler Rosenlicht
Benjamin Morton
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Data quoted represents past performance, which is no guarantee of future results. The views and opinions presented are as of the date of publication and are subject to change. There is no guarantee that any market forecast set forth will be realized. This material represents an assessment of the market environment at a specific point in time and should not be relied upon as investment advice, does not constitute a recommendation to buy or sell a security or other investment and is not intended to predict or depict performance of any investment.
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