The complete article, including some charts as well as footnotes and disclosures, is available here.
A perfect storm for opportunity
As global markets consolidate in the eventual aftermath of the COVID-19 pandemic, investors should focus their attention on what we regard as the highly advantaged cyclical and secular position in which the Global Listed Infrastructure (GLI) universe finds itself. Over the next two decades, a reimagining of the global economy, spurred by a decarbonization effort that is already under way, will completely transform the nature of energy production and consumption, requiring massive investment in clean energy, power grids, transportation platforms and data needs. GLI sits at the nexus of these changes, and we believe there is no group of compa
