Presentation On Demand

Presentation Overview

Listed infrastructure – Thematic opportunities for the modern age

Infrastructure’s attraction as a source of reliable cashflows is widely accepted, with the listed sphere providing a liquid avenue to access the long-term revenues generated by society’s critical assets. At M&G, we strongly believe that listed infrastructure offers more than defensiveness, liquidity and inflation protection. The asset class is at a tipping point. Infrastructure is on the cusp a major growth trajectory as a beneficiary of fiscal stimulus, as well as powerful structural trends, such as renewable energy, clean transport and digital connectivity, which will drive significant and sustainable growth for decades to come. These global themes are enduring, in our view, and provide a wide array of opportunities to deliver capital growth and rising income for long-term investors.

Learning Outcomes

• Highlight the long-term themes that underpin listed infrastructure
• Explain the importance of a modern approach to listed infrastructure to capture the growth opportunities in the asset class
• Demonstrate the need to integrate ESG in the analysis of listed infrastructure companies to ensure sustainable cashflows and dividends over the long term