Publications

- March 1, 2021: Vol. 14, Number 3

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Infrastructure 101: A guide to white papers and reports focused on infrastructure investing

by Drew Campbell

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

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