Global Listed Infrastructure – Powering the Future of a More Electrified and Data Driven Economy

After a solid year in 2024, listed infrastructure is positioned to continue to perform for investors. We believe we are at an inflection point with a series of dramatic regime changes: from a U.S. Democratic to a Republican administration; from a cycle of global central bank hiking to one of gradual easing; from a first-mover generative AI boom to that of broader beneficiaries with secular growth. In our view, listed infrastructure’s accelerating earnings, discounted valuations, and resilient income growth provides investors the potential for attractive returns.