Insights
Listed Infrastructure has Potential for Resilient Earnings, Strong Cash Flow
|
Insight Article
|
• |
January 25, 2023
|
January 25, 2023
|
Listed Infrastructure has Potential for Resilient Earnings, Strong Cash Flow |
“A large swath of our investment universe is set up for a favorable, positive earnings trajectory in 2023, and if inflation stays ‘sticky,’ most infrastructure companies should still hold up well, as companies have some form of inflation protection embedded into their contract structures.”
Three Key Points
What We are Seeing
What We are Doing
What We are Watching