Re-evaluating the case for listed infrastructure

by Anish Butani, bfinance

The complete report, which was published in September 2021, is available at

https://www.bfinance.com/insights/re-evaluating-the-case-for-listed-infrastructure/

Excerpt:

As the global economy emerges from the shadow of COVID-19, demand for infrastructure has surged among bfinance clients. While this appetite is mostly focused on the unlisted space, there is a growing willingness to consider listed strategies, and investors are reappraising the claims made in its favor.

Listed infrastructure managers frequently make a number of claims about the attractive characteristics of the asset class. For example, this sector purports to exhibit greater inflation sensitivity than conventional equities — a key draw in today’s climate of rising inflation. It has historically boasted greater resilience during downturns, which plays to investors’ concerns follow