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In a discussion earlier this spring with the infrastructure specialist Morrison and Swedish manager selectors, some of the topics covered were key similarities and differences between listed and unlisted infrastructure investments, return expectations and the general outlook for infrastructure.
The discussion kicked off with a question related to the definition of infrastructure as the answer may differ. Tim Skerman: “There’s no public market asset class definition, so each person needs to define that. We also think that some of the indices are poorly defined. As a specialist focused on infrastructure, we like to look really broad in order to assess individual opportunities that fit with the overall thematic drivers that we’ve identified.” Maria Wendestam: “So you are not limited by an index but instead create your own universe?” Tim Skerman: “As we define the universe, we will look at
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