Our Approach to Infrastructure Investing | May 2024
Hear from our strategy leaders on the megatrends driving infrastructure investment globally.
Top Insights
We’re (Still) in a Golden Age of Infrastructure Investment
The infrastructure supercycle is creating unprecedented demand for private capital.
Why Infrastructure Is a Compelling Investment for All Cycles
Big trends are driving long-term investment opportunities in high-quality essential assets.
Gridlock: Why Investment in Transmission Is Critical to Reach Net Zero
The world needs to add or refurbish over 80 million kilometers of transmission lines—the equivalent of the entire existing grid.
Q&A: Infrastructure Debt Goes Mainstream
Opportunities abound while transactions are getting bigger and—for investors who can transact at scale—better.
The Potential Benefits of Investing in Infrastructure
Infrastructure assets can offer a compelling combination of diversification, downside mitigation, inflation mitigation, income and long duration. That’s why we believe that infrastructure is one of the few asset classes positioned to address near-term factors—such as elevated inflation and interest rate volatility—while offering compelling long-term return potential amid the supercycle underway.
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Index Definitions
The Bloomberg Global Aggregate Index is a market-capitalization-weighted index comprising globally traded investment-grade bonds. The index includes government securities, mortgage-backed securities, asset-backed securities and corporate securities to simulate the universe of bonds in the market. The maturities of the bonds in the index are more than one year.
The Burgiss Infrastructure Index represents a horizon calculation based on data compiled from infrastructure funds, including fully liquidated partnerships. There are limitations to the Burgiss data provided given limited coverage, reporting lag and different valuation methodologies. Further, private infrastructure funds that are included in the index choose to self-report. Thus, the index is not representative of the entire private infrastructure universe and may be skewed towards those funds that generally have higher performance. Over time, funds included and excluded based on performance, may result a "survivorship bias" that can result in a further misrepresentation of performance.
Consumer Price Index (CPI) is a measure of the average change in prices over time in a fixed market basket of goods and services.
The MSCI World Index is a free float-adjusted market-capitalization-weighted index that is designed to measure the equity market performance of developed markets.
Investment Terms
Standard deviation is a commonly-used measure of the risk/reward profile of the risk/reward profile of traditional portfolios and broad market indices. As applied to alternative investment funds and strategies, however, these statistics may materially understate the true risk profile of an alternative investment because alternative investment funds are subject to a loss of principal which is not reflected in the standard deviation of returns, the only measure of risk used in calculating standard deviation
General Disclosures
All investing involves risk. The value of an investment will fluctuate over time, and an investor may gain or lose money, or the entire investment. Past performance is no guarantee of future results.
Infrastructure companies may be subject to a variety of factors that may adversely affect their business, including high interest costs, high leverage, regulation costs, economic slowdown, surplus capacity, increased competition, lack of fuel availability, and energy conservation policies.
Assets shown are for illustrative purposes only. There is no assurance that similar investments or results will occur in the future.
