The following report reviews highlights of some of the events and trends affecting global listed infrastructure companies in recent months. The Global Listed Infrastructure Organisation (GLIO) coverage of core infrastructure companies displays a rolling one-year performance (October to October) of 21.9 percent with the telecom infrastructure (40 percent) and Water Utilities (35 percent) sectors leading the way over the same period. Long-term U.S.-dollar annualized total return (15 years) for global listed infrastructure is 10.5 percent versus 7.8 percent for global equities. Listed infrastructure achieves this with approximately 300 basis points lower volatility compared against equities.
Below are recent notes, trends and key performers in global listed infrastructure markets. Total Return Performance is in brackets over past 12 months (October to October).
Sydney Airport is up 44 percent over the past 12 months. Australia’s Productivity Commission said in October t