Global Listed Infrastructure Investment Insights

This document is a report that discusses the current state and future outlook of global listed infrastructure investments. It outlines three key reasons for owning global listed infrastructure today, emphasizing the attractive valuations compared to global equities and historical enterprise multiples. The report identifies a macro environment that favors infrastructure, particularly during periods of slower growth and higher inflation. It presents three megatrends—digitalization, decarbonization, and deglobalization—that are expected to drive growth in the infrastructure sector. Additionally, the document details how these trends impact various sectors, including communications, utilities, midstream energy, and transportation. The report also addresses the risks associated with investing in global infrastructure securities, including regulatory challenges and market volatility. Overall, it provides a comprehensive view of the factors influencing infrastructure investments and their potential for future performance.