Why Global Listed Infrastructure has a more predictable return profile?

Allocations to real estate and infrastructure are increasing. We expect 12-14% total returns for global listed infrastructure over the next 12 months.

This outlook is supported by 5 secular themes:

• Digital Infrastructure and Fiber Networks
• Rising Natural Gas  Demand
• Renewable Growth
• Toll Roads/Airports
• North American Rail

Global listed infrastructure outperformed other real assets by 11% and equities by 12% on average during the recent market correction, providing relative downside protection and stability.

Having a discrete exposure of your global equity bucket to global listed infrastructure improves your overall portfolio.

Our presentation will evidence why Global Listed Infrastructure has a more predictable return profile through these points:

• The marriage of consistent inflation-linked cash flows and the ownership of essential assets
• The breadth of the investable universe with greater regulatory oversight
• The unlisted market creates effective pricing insight on the listed market