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.
Listed infrastructure has historically offered equity-like returns but with lower volatility than broad equity markets.
Thuy Quynh Dang
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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.
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.
Tyler Rosenlicht, Senior Vice President, is a portfolio manager on the Global Listed Infrastructure team and serves as Head of Midstream Energy & MLPs.
Thuy Quynh Dang, Vice President, is a portfolio manager on the Global Listed Infrastructure team and has analyst coverage responsibilities for Europe.
Infrastructure: Superior returns in challenging conditionsWatch video
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 mindsWatch video
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 updateWatch video
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 infrastructureWatch video
The potential for high inflation to linger and how to protect investment portfolios in that environment is a common investor concern.
Decarbonization opportunities within infrastructureWatch 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.
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This information is provided for informational purposes only, and should not be construed as legal or tax advice. You should consult your legal or tax advisor regarding your individual circumstances.
The views and opinions are as of the date of publication and are subject to change without notice. This material represents an assessment of the market environment at a specific point in time, should not be relied upon as investment advice and is not intended to predict the performance of any investment. We consider the information to be accurate, but we do not represent that it is complete or should be relied upon as the sole source of appropriateness for investment. There is no guarantee that any historical trend illustrated above will be repeated in the future, and there is no way to predict precisely when such a trend will begin. There is no guarantee that a market forecast set forth in this commentary will be realized.
Please consider the investment objectives, risks, charges and expenses of any U.S. Registered open-end fund carefully before investing. A summary prospectus and prospectus containing this and other information may be obtained by calling 1-800-330-7348 or clicking here. Please read the prospectus carefully before investing.
Risks of Investing in Global Infrastructure Securities. Investments in global infrastructure securities will likely be more susceptible to adverse economic or regulatory occurrences affecting global infrastructure companies than an investment that is not primarily invested in global infrastructure companies. Infrastructure issuers may be subject to regulation by various governmental authorities and may also be affected by governmental regulation of rates charged to customers, operational or other mishaps, tariffs, and changes in tax laws, regulatory policies, and accounting standards.