Publications

- October 1, 2019: Vol. 12, Number 9

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The global listed infrastructure report: Essential news and notes

by Fraser Hughes

The following report reviews highlights of some of the events and trends affecting global listed infrastructure companies in recent months. The Global Listed Infrastructure Organisation (GLIO) Coverage of core infrastructure companies displays a rolling one-year performance (August to August) at 1.3 percent, with the Telecom Infrastructure (8.2 percent) and Electric Utilities (4.6 percent) sectors leading the way for the same period. Long-term USD annualized total return (15 years) for global listed infrastructure is 10.8 percent, versus 7.8 percent for global equities. Listed infrastructure achieves this with approximately 300 basis points lower volatility compared against equities. In general, in equity up-markets, listed infrastructure captures 92 percent upside. In down-markets, listed infrastructure only weakens 46 percent — a clear example of the defensiveness of the asset class.

Below are the largest advancers and declines during August.

August advances: Elect

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