The 2021 Opportunity for Secular Growth, Cyclical Recovery, and Sustainable Inflows

by CenterSquare Investment Management

The complete report, which was published in January 2021, is available at https://www.centersquare.com/

Excerpt:

We cannot overstate our enthusiasm for the promise of this new year. It is not only because of what we are positioned to leave behind — an uncontrolled global pandemic, an unparalleled recession, and a volatile and uneven recovery — but also because of what is ahead, for both the globe and (more parochially) our asset class. The gradual deployment of a vaccine and the defeat of COVID-19 will both boost our livelihoods and revive the movement of people and goods, a foundation which is predicated on the growth of global listed infrastructure (GLI). Within this Insider, we review a challenging 2020, and the opportunities for GLI in 2021. As the new year progresses, we see GLI benefiting from the union of si