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The Case for Global Infrastructure

Infrastructure assets provide essential services that allow global cities to function. The almost inelastic demand for their services results in consistent revenue, margin and cash flow growth. Global macro trends such as population growth, urbanization and digitization drive the continued utilization of these assets. Infrastructure businesses add to portfolio diversification because of their low correlation to other asset classes. Infrastructure assets have historically outperformed equities and remain under-allocated to by most investors.
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