Listed infrastructure
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
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.
The information on this website is for Professional Investors only. Specifically, the information on these pages should not be used or relied upon by the public of Hong Kong or any other type of investor from any other jurisdiction.