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Why infrastructure and why now? A perfect storm for opportunity
- October 1, 2020: Vol. 13, Number 9

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Why infrastructure and why now? A perfect storm for opportunity

by Theodore Brooks and Jonathan Treitel

As global markets consolidate in the eventual aftermath of the COVID-19 pandemic, investors should focus their attention on what we regard as the highly advantaged cyclical and secular position in which the Global Listed Infrastructure (GLI) universe finds itself. Over the next two decades, a reimagining of the global economy, spurred by a decarbonization effort that is already under way, will completely transform the nature of energy production and consumption, requiring massive investment in clean energy, power grids, transportation platforms and data needs. GLI sits at the nexus of these changes, and we believe there is no group of companies and industries that is better poised to benefit from this shift. The forthcoming investment dynamics should drive above-market cash flow and earnings growth, leading to strong absolute and relative return opportunities for the asset class over the next decade and beyond.

From this vantage point, GLI looks particularly compelling. While

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