What's Driving The Demand For Listed Infrastructure?

Bottom line

An aging infrastructure network rife with the need for upgrades, coupled with ease of access and the potential for steady returns, makes the listed infrastructure asset class a valid choice of consideration in these times of uncertainty. As the bull market grows longer in the tooth and the global economy continues to cool, we believe there’s no time like the present to consider exposure to listed infrastructure in a multi-asset portfolio.


1 Source: S&P Global Infrastructure Index
Source: McKinsey Global Institute, October 2017 “Bridging global infrastructure gaps”.
Source: Forbes, International Air Transport Association, “Air Travel Projected to Double in 20 Years, But Protectionism Poses Threat, October 2018
Source: CTIA  2019 Annual Wireless Industry Survey, June 2019
Source Bloomberg NEF, New Energy Outlook 2019, June 2019
Source: Russell Investments, S&P Dow Jones Indices, June 30, 2019
Source: Russell Investments, S&P Dow Jones Indices, June 30, 2019
Source: Russell Investments, S&P Dow Jones Indices, U.S. Treasury, June 30, 2019
Source: Russell Investments; as of 06/30/2019. Russell Investments calculations. Indexes are unmanaged and cannot be invested in directly. Past performance is not indicative of future results. Returns in USD. 10 Source: cnbc.com, “For economists and investors, the globe hasn’t been this confusing in at least three decades” August 2019
11 Source: Colonial First State Global Asset Management, “Global Listed Infrastructure Review and Outlook”, January 2019
12 Source: Russell Investments, August 2019
13 Source: Cohen & Steers Inc, Q2 2019 Earnings Call Transcript
14 Source: Colonial First State Global Asset Management, July 2019

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