Infrastructure and real estate

Infrastructure powers the world we live in – and when it comes to on-the-ground research, our team can be found on site

Investing in global listed infrastructure can offer inflation-protected income and steady capital growth from real assets delivering essential services. We search for best-in-class assets worldwide with high barriers to entry, structural growth and pricing power

Discover the potential for infrastructure to create a net zero world

Infrastructure companies are long life assets with large environmental footprints and social licences to operate. The asset class is uniquely positioned to provide solutions in the transition to a net zero world.

Whether we are analysing renewables companies, water utilities, toll roads or mobile towers, we look for companies that are contributing to sustainable development and solving challenges around digital connectivity, urban congestion and renewable energy.

Sustainable value creation through partnership

Infrastructure is essential to the smooth functioning of any modern society. Access to clean drinking water, efficient and effective sanitation and waste management, distribution and supply of energy, modern telecommunications, transportation, travel and trade, all depend on the provision and operation of high quality infrastructure.

Property markets are constantly evolving – and so are the investment opportunities

Based in some of the world’s most vibrant property markets, our team blends global analysis of the trends redefining the way we live and work, together with local perspectives of how this plays out for each stock. With a focus on capital preservation, we invest in well managed assets in high barrier to entry markets in many of the world’s bustling cities