Lazard Asset Management’s Post

Name: Lazard Asset Management on LinkedIn: #infrastructure
Uploaded: 2024-08-01T14:10:44.195Z
Channel: Lazard Asset Management
Description: How can investors navigate today’s changing market and economic landscape? Portfolio Manager Matthew Landy delves into how listed #infrastructure can help and what makes it a compelling asset class for today—and the long term. https://lnkd.in/e6capc-K

Lazard Asset Management

133,888 followers

2mo

How can investors navigate today’s changing market and economic landscape? Portfolio Manager Matthew Landy delves into how listed #infrastructure can help and what makes it a compelling asset class for today—and the long term. https://lnkd.in/e6capc-K

Transcript

Infrastructure assets represent the physical backbone of modern society. Their assets that we use everyday of our lives. Infrastructure assets are utilities providing gas, electricity or water transportation assets such as toll roads, airports, marine ports and railroads, and communications assets such as satellites or broadcast towers. The hallmarks of quality infrastructure assets are that they provide essential services such as water and their monopolistic meaning they face little to no competition or substitutes for their services. What that means is that demand tends to be very robust regardless of economic conditions. They tend to have very strong inflation passed through characteristics by virtue of regulatory or contractual arrangements. And their earnings and cash flows tend to be very stable and enduring. As a result, from an investment perspective, that tends to translate into a defensive pattern of performance over time with lower volatility compared to the broader stock market. Diversification benefits from broader equities as well as other asset classes via lower correlations. Solid dividend yields and strong inflation pass through.

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The asset class to which large asset owners are most likely to increase allocations is infrastructure (54% plan to do so), in part due to the role infrastructure can play in protecting a portfolio against rising inflation. Explore our research on this unique category of investors, to unlock insights around how they consider the allocation and oversight of their portfolios. https://bit.ly/3Y3ajbj #investing #PrivateMarkets #infrastructure
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The asset class to which large asset owners are most likely to increase allocations is infrastructure (54% plan to do so), in part due to the role infrastructure can play in protecting a portfolio against rising inflation. Explore our research on this unique category of investors, to unlock insights around how they consider the allocation and oversight of their portfolios. #investing #PrivateMarkets #infrastructure

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The asset class to which large asset owners are most likely to increase allocations is infrastructure (54% plan to do so), in part due to the role infrastructure can play in protecting a portfolio against rising inflation. Explore our research on this unique category of investors, to unlock insights around how they consider the allocation and oversight of their portfolios. https://bit.ly/3WOH6Q9 #investing #PrivateMarkets #infrastructure
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The asset class to which large asset owners are most likely to increase allocations is infrastructure (54% plan to do so), in part due to the role infrastructure can play in protecting a portfolio against rising inflation. Explore our research on this unique category of investors, to unlock insights around how they consider the allocation and oversight of their portfolios. #investing #PrivateMarkets #infrastructure

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The asset class to which large asset owners are most likely to increase allocations is infrastructure (54% plan to do so), in part due to the role infrastructure can play in protecting a portfolio against rising inflation. Explore our research on this unique category of investors, to unlock insights around how they consider the allocation and oversight of their portfolios. https://bit.ly/3VMDfS3 #investing #PrivateMarkets #infrastructure
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The asset class to which large asset owners are most likely to increase allocations is infrastructure (54% plan to do so), in part due to the role infrastructure can play in protecting a portfolio against rising inflation. Explore our research on this unique category of investors, to unlock insights around how they consider the allocation and oversight of their portfolios. #investing #PrivateMarkets #infrastructure

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The asset class to which large asset owners are most likely to increase allocations is infrastructure (54% plan to do so), in part due to the role infrastructure can play in protecting a portfolio against rising inflation. Explore our research on this unique category of investors, to unlock insights around how they consider the allocation and oversight of their portfolios. https://bit.ly/4duniYc #investing #PrivateMarkets #infrastructure
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The asset class to which large asset owners are most likely to increase allocations is infrastructure (54% plan to do so), in part due to the role infrastructure can play in protecting a portfolio against rising inflation. Explore our research on this unique category of investors, to unlock insights around how they consider the allocation and oversight of their portfolios. https://bit.ly/3V6U1Ls #investing #PrivateMarkets #infrastructure
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"Attention Investors! Remember to consider the impact of high maintenance costs. Know how they can affect your returns. https://lnkd.in/euH-X-5S " #RealEstateInvesting #MaintenanceCosts #1trec #PropertyAdvsiors #RealEstateGrowth #RealEstateDevelopement
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The asset class to which large asset owners are most likely to increase allocations is infrastructure (54% plan to do so), in part due to the role infrastructure can play in protecting a portfolio against rising inflation. Explore our research on this unique category of #investors, to unlock insights around how they consider the allocation and oversight of their portfolios. #investing

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Lazard Asset Management’s Post

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