Publications

Global listed infrastructure: Essential news and notes
- September 1, 2023: Vol. 16, Number 8

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Global listed infrastructure: Essential news and notes

by Fraser Hughes

In the latest issue of the GLIO Journal, DWS, GLIO/Duff & Phelps, ClearBridge, CBRE, Cohen & Steers and Spek Advisory all look at the benefits of an allocation to listed infrastructure companies. The GLIO/Duff & Phelps article shows investors how blending listed and unlisted infrastructure offers a host of benefits. They advise that to harness the full potential of an infrastructure allocation, investors need to adapt their thinking to access the full $6 trillion infrastructure opportunity set.

For a rational investor, listed infrastructure should be considered equally alongside unlisted in an infrastructure allocation. Inherent in this approach are several factors: fees, liquidity and portfolio rebalancing requirements, risk exposures, diversification, cash flows, opportunity sets, inflation protection, and perhaps most importantly, risk-adjusted valuations, as opposed to splitting the asset class by the method of accessing equity — all covering Hostpl

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