Infrastructure has performed well as an asset class, but there is a wide dispersion of return among subsectors, with midstream energy companies delivering a 56 percent return, and marine ports, 62 percent, over the past year, according to Bob Becker, senior vice president and portfolio manager, and Thuy Quynh Dang, vice president and portfolio manager, at Cohen & Steers. Meanwhile, electric utilities have delivered a 16 percent return. In a sponsored interview published in the September issue of Institutional Investing in Infrastructure, Becker and Dang take a deep-dive into the nuances of the global listed infrastructure marketplace. To access a pdf of the Sponsored Section, click here.
