Global Listed Infrastructure

Global Listed Infrastructure

We see potential for infrastructure to deliver attractive returns for several reasons.

First, the transition to a digitized, decarbonized economy is likely to keep infrastructure in focus. Second, the transition to clean, renewable energy will potentially be a significant driver of infrastructure returns. Third, listed infrastructure has historically offered equity-like returns but with lower volatility than broad equity markets.

Three reasons we think listed infrastructure is positioned attractively

Digitalization of economies is driving a data infrastructure buildout.

Renewables are paving the future for energy usage.

Global Listed Infrastructure

Listed infrastructure has historically offered equity-like returns but with lower volatility than broad equity markets.

3 Reasons to own global listed infrastructure today
February 2024 | 4 mins
Attractive valuations, an advantageous macro environment and high private investor interest set the stage for potentially strong total returns from listed infrastructure.

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.
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Benjamin Morton

Changing the imperative from ‘energy transition’ to ‘energy addition’
September 2023 | 28 mins
Aggregate energy demand will continue to increase in the coming decades, which is creating attractive investment opportunities across both the alternative energy landscape and the traditional energy value chain.
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Tyler Rosenlicht

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Our team

Cohen & Steers is among the largest dedicated listed infrastructure investors. Our strategies leverage the firm’s global trading capabilities and are managed by a dedicated investment team, with senior investment professionals in New York, London and Hong Kong. By being close to their covered markets, our infrastructure analysts, who bring an average of more than 10 years of experience, can provide unique insights into local companies through on-the-ground research.

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Benjamin Morton, Executive Vice President, is Head of Global Infrastructure and a senior portfolio manager for Cohen & Steers’ infrastructure portfolios, including those focused on master limited partnerships.

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Tyler Rosenlicht, Senior Vice President, is a portfolio manager for Global Listed Infrastructure and serves as Head of Natural Resource Equities.

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Thuy Quynh Dang, Senior Vice President, is a portfolio manager on the Global Listed Infrastructure team and has analyst coverage responsibilities for Europe.

Infrastructure: Superior returns in challenging conditions

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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 investor’s minds

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

Towers and turbines: An infrastructure stimulus update

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With the signing of the Infrastructure Investment and Jobs Act and an even larger package awaiting Senate approval, the U.S. is poised to make its largest investment in infrastructure since Eisenhower rolled out the interstate highway system in the 1950s.

Hedging inflation with infrastructure

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The potential for high inflation to linger and how to protect investment portfolios in that environment is a common investor concern.

Decarbonization opportunities within infrastructure

Watch video

The energy transition away from fossil fuels towards renewable sources is not just making headlines. Investors are increasingly looking for ways to take advantage of something we see as a long-term trend.

Infrastructure: Superior returns in challenging conditions

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

Watch video

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

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

Watch video

Towers and turbines: An infrastructure stimulus update

With the signing of the Infrastructure Investment and Jobs Act and an even larger package awaiting Senate approval, the U.S. is poised to make its largest investment in infrastructure since Eisenhower rolled out the interstate highway system in the 1950s.

Watch video

Hedging inflation with infrastructure

The potential for high inflation to linger and how to protect investment portfolios in that environment is a common investor concern.

Watch video

Decarbonization opportunities within infrastructure

The energy transition away from fossil fuels towards renewable sources is not just making headlines. Investors are increasingly looking for ways to take advantage of something we see as a long-term trend.

Watch video

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