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.

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

Inflation Reduction Act is a net positive for listed infrastructure
August 2022 | 3 mins
The Inflation Reduction Act of 2022 (IRA) addresses three key areas: climate issues, corporate taxes, and healthcare.

A portfolio manager’s perspective: Opportunities in listed infrastructure
July 2022 | 1 min
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.
Author Profile Picture

Thuy Quynh Dang

The macro trends driving today’s infrastructure market
July 2022 | 10 mins
Chase McWhorter, Institutional Real Estate, Inc.’s managing director, Americas, recently spoke with Benjamin Morton, executive vice president, head of Global Listed Infrastructure and a senior portfolio manager, and Chris DeNunzio, vice president and senior analyst, at Cohen & Steers. Following is an excerpt of that conversation.

Need to contact us?

We’d be happy to answer questions about our investment solutions or any corporate-related inquiries.

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.

Author Profile Picture 1188

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.

Author Profile Picture 1192

Tyler Rosenlicht, Senior Vice President, is a portfolio manager on the Global Listed Infrastructure team and serves as Head of Midstream Energy & MLPs.

Author Profile Picture 1177

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 conditions

Watch 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 minds

Watch 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 update

Watch 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 infrastructure

Watch 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 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

Institutional Separate Accounts

Cohen & Steers provides customized investment strategies to institutional investors, including some of the world’s largest pension funds, endowments and foundations.

Separately Managed Account

For a more personalized approach to investing, Cohen & Steers’ separately managed accounts (SMAs) allow for greater customization of portfolios and enhanced tax efficiency.

Collective Investment Trusts

Cohen & Steers offers CITs for qualified defined benefit and defined contribution plans.

EXPLORE OTHER THEMES