Global Listed Infrastructure Interview Series with Sarah Lau

September, 2024

Global Listed Infrastructure Interview Series with Sarah Lau

In this three-part interview series with Livewire Markets, Resolution Capital Global Listed Infrastructure (GLI) Portfolio Manager, Sarah Lau, provides a comprehensive overview of the potential advantages of an actively-managed GLI allocation, along with insights into the Resolution Capital GLI strategy and investment philosophy.

The Resolution Capital Global Listed Infrastructure Fund (‘Recommended’ by Lonsec) is focused on companies which own physical assets or concessions which provide essential services. This may include water and electricity utilities, renewables, airports, toll roads, ports, railroads and telecommunications infrastructure. These assets typically have high barriers to entry, require significant capital investment as well as generate long dated and predictable cashflows.

Part 1 – How GLI provides exposure to the key themes of decarbonisation, digitisation, and mobility.

Part 2 – Why electric utilities are an overlooked beneficiary of digitisation.

Part 3 – The importance of global exposure when investing in listed infrastructure

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.

The Resolution Capital Global Listed Infrastructure Fund received a ‘Recommended’ rating from Lonsec (May 2024). The rating issued 05/2024 is published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec). Ratings are general advice only, and have been prepared without taking account of your objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The rating is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and Lonsec assumes no obligation to update. Lonsec uses objective criteria and receives a fee from the Fund Manager. Visit lonsec.com.au for ratings information and to access the full report. © 2024 Lonsec. All rights reserved.