Pune Media

Global Listed Infrastructure – Structural Changes In Asset Class Create Opportunities

Richard Drury

By Indrani De, Lee Clements, & Henry Morrison-Jones

Overview

Infrastructure investment is a key driver of economic growth and an increasingly important asset class for investors as it opens up to private capital. Supported by government programs from Washington to Delhi, it is seen as an important diversifier in investor’s asset allocation plans.

Source: FTSE Russell/LSEG. Data as of 30 June 2024

Source: FTSE Russell/LSEG. Data as of 30 June 2024

Source: FTSE Russell/LSEG. Data as of 30 June 2024

Source: FTSE Russell/LSEG. Data as of 30 June 2024

Source: FTSE Russell/LSEG. Data as of 30 June 2024

Source: FTSE Russell/LSEG. Data as of 30 June 2024

Source: FTSE Russell/LSEG. Data as of 30 June 2024

Source: World Bank; Ember Total electricity generation (TWh), Ember, data to 2023; Rail lines (total route – km), Container port traffic (TEU: 20-foot equivalent units), World Bank development indicators, data to 2021

Source: FTSE Russell/LSEG. Data as of 30 June 2024

Source: FTSE Russell/LSEG. Data as of 30 June 2024

Source: FTSE Russell/LSEG. Data as of 30 June 2024

Brinson attribution of FTSE Emerging Core Infrastructure vs FTSE Global Core Infrastructure, total contribution effect (all from allocation effect as the relative weighting of stocks within a given country is same in both indices if that country is present in both) Source: FTSE Russell/LSEG. 12-month attribution ending 30 June 2024

Source: FTSE Russell/LSEG. Data as of 30 June 2024 Emerging Core Infrastructure = FTSE Emerging Core Infrastructure Index; Emerging Equities = FTSE Emerging Index; Emerging Broad Bond Index = FTSE Emerging Markets US Dollar Broad Bond Index; Emerging Real Estate = FTSE EPRA Nareit Emerging Index; Emerging Govt Bonds = FTSE Emerging Market Government Bond Index

Source: FTSE Russell/LSEG. Data as of 30 June 2024 Indian Core Infrastructure = Indian segment of FTSE Emerging Core Infrastructure Index; Indian Equities = FTSE India RIC Capped Index; Indian Govt Bond = FTSE Indian Government Bond Index



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