A strategic allocation in listed infrastructure

by CBRE Investment Management

The complete article, which was published in March 2023, is available at:

https://www.cbreim.com/insights/articles/a-strategic-allocation-in-listed-infrastructure

Excerpt:

Investors are considering listed infrastructure as a core holding within their portfolios. In this guide, we review institutional flows to the asset class and the implications for retail ownership. We consider the portfolio benefits of listed infrastructure, the potential to enhance risk-adjusted returns and potential allocations depending on investor risk tolerance. We highlight the complementary nature of listed and private while examining the potential for returns from active management. In looking ahead, CBRE Investment Management is excited to see infrastructure compound for investors as a strategic allocation.

Rising allocations to infrastructure

Over the past decade