Article list

Communications infrastructure, a sub-segment of the infrastructure asset class, is enjoying rapid growth driven by a huge expansion in data demand. For global listed infrastructure in particular, there is a unique opportunity to provide investor access to mobile wireless infrastructure companies across both developed and emerging markets. Their appeal comes from the strong infrastructure characteristics […]

Emerging market (EM) economies are expected to grow rapidly over the next 30 years, attracting huge infrastructure investment. EMs and infrastructure are natural, complementary investment partners. Rapidly growing EM economies need infrastructure investment to both facilitate and sustain growth. Equally, these assets perform at their best in expanding economies, where robust domestic demand growth drives […]

Inflation looks to be very slowly emerging from a long slumber and interest rates are heading north. This has significant implications for the world’s economy and global equity markets. For global listed infrastructure in particular, the prevailing ‘wisdom’ is that infrastructure as an asset class is no more than a ‘bond proxy’. The rationale is […]

Introduction Infrastructure investment across the globe is set to grow strongly over coming decades. We believe that growth will, by necessity, be increasingly funded by the private sector including via the global listed equity market. In this paper, we: identify the key drivers for the world’s seemingly insatiable need for new and expanded infrastructure; how […]