M&G (Lux) Global Listed Infrastructure Fund - Focus on long-term opportunities in listed infrastructure

10 min read 5 Jul 21

Summary: Please find below a note from Alex Araujo on the potential long-term opportunities in listed infrastructure and how they relate to the M&G (Lux) Global Listed Infrastructure Fund.

The main points to note are:

  • US President Joe Biden has agreed a US$1.2 trillion infrastructure spending package
  • While higher infrastructure spending can provide a favourable backdrop for listed infrastructure, we believe the asset class is a beneficiary of long-term trends such as renewable energy and digital connectivity
  • We identified an attractive opportunity to start a position in a US utility firm Eversource Energy, which we believe has reliable growth prospects and strong sustainability credentials

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By Alex Araujo

The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.

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