The rise of listed infrastructure as a diversifier

Infrastructure investment is witnessing substantial growth driven by electrification, energy demand, and transportation needs. While private infrastructure has long been a popular choice, listed infrastructure presents compelling advantages, including attractive valuations, immediate access, and increased diversification. With rising interest in decarbonisation, the infrastructure sector presents opportunities for steady cash flows and higher yields, complemented by the flexibility to adjust allocations. The valuation gap between listed and private infrastructure is notable, and the potential...