October, 2026
Global Listed Infrastructure Update – Q3 2026
In our video update for the 3rd quarter of the 2026 calendar year, Portfolio Manager, Mark Jones covers key developments in the Global Listed Infrastructure sector and market insights, including:
- A performance summary for the Resolution Capital Global Listed Infrastructure Fund, over five years the strategy has returned 9% p.a. net of fees.
- AI, electrification and energy security are generating substantial investment needs, supporting a constructive view on listed infrastructure over the next 5 to 10 years.
- By focusing on utilities that benefit from electricity demand without the same political and affordability scrutiny, the portfolio is positioned to be more resilient.
- Energy security has become a priority for developed economies, creating strong structural tailwinds for midstream, which has no immediate exposure to energy price movements.
Disclaimer:
Resolution Capital Limited ABN: 50 108 584 167 AFSL No. 274491. This communication was prepared by Resolution Capital Limited (“Resolution Capital”). The information in this communication is for general information purposes only. Information in communication is not intended as a securities recommendation or statement of opinion intended to influence a person or persons in making a decision in relation to investment. This communication has been prepared without taking account of any person’s objectives, financial situation or needs, and because of that, reliance should not be placed on the information in this communication as the basis for making an investment, financial or other decision. Any opinions or forecasts reflect the judgment and assumptions of Resolution Capital and its representatives on the basis of information at the date of publication and may later change without notice. Any projections contained in this communication are estimates only and may not be realised in the future. Returns from investments may fluctuate and past performance is not a reliable indicator of future performance. Resolution Capital believes the information contained in this communication is reliable, however no warranty is given as to its accuracy and persons relying on this information do so at their own risk.Unauthorised use, copying, distribution, replication, posting, transmitting, publication, display, or reproduction in whole or in part of the information contained in this communication is prohibited without obtaining prior written permission from Resolution Capital Limited.
