The Case for Global Listed Infrastructure
Three structural forces are reshaping the infrastructure opportunity: the energy transition, AI-driven power demand, and the replacement of ageing infrastructure. This white paper explores why global listed infrastructure is well positioned to participate in this multi-decade investment cycle, combining equity-like return potential with a more defensive risk profile, inflation-linked cash flows, and long-term earnings visibility.
Authors: Mvula Seroto and Theo Freysen, Portfolio Managers, Catalyst Fund Managers