Make global listed infrastructure the prize in your portfolios
Sarah Lau | Resolution Capital | 19 August 2026
Many investors continue to classify Global Listed Infrastructure as a satellite or alternative allocation only – despite its resilience and earnings growth outlook becoming stronger and more durable. Rising power demand, energy security and mobility are supporting sustained growth for monopolistic assets providing essential services and networks that underpin economies. While infrastructure retains defensive characteristics, its role in portfolios has evolved beyond diversification and downside protection. Investors who cling to outdated asset class classifications risk o...