Infrastructure

Why Listed Infrastructure May Benefit As Inflation Lifts Interest Rates

White Paper

May 20, 2021

We believe it’s important to recognize that rising rates are not always bad for listed infrastructure. When global interest rates are rising due to higher expected inflation, as is the case today, listed infrastructure has historically outperformed global equities. We largely attribute this outperformance to the inflation protection built into infrastructure contracts. In this paper, we explore examples of these protection mechanisms across infrastructure sectors and show how they have translated into strong performance during prior inflationary periods.

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