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A conversation with Ted Brooks, Craig Noble and Gerald Stack
1 Institutional Investing in Infrastructuresenior editor Drew Campbell spoke with three listed infrastructure managers about the current market. Below is an excerpt of this conversation with Ted Brooks, portfolio manager, global listed infrastructure with CenterSquare Investment Management; Craig Noble CEO and CIO of Brookfield’s Public Securities Group and portfolio manager on the global infrastructure team; and Gerald Stack,portfolio manager, global listed infrastructure with Magellan Asset Management.
What is the current general macro overview for listed infrastructure markets?
Craig Noble: A slow-growth global economic environment with continued low interest rates is very supportive of infrastructure investments. Following a challenging 2015, listed infrastructure stocks have significantly outperformed broader global