The impact of higher rates on infrastructure investments

Sustainability considerations will increasingly become a real driver of income and financial returns achievable from listed real assets. The costs of decarbonization are becoming clear as policy makers tax emissions or introduce other forms of regulation. Picking the structural growth winners in the listed real assets sector provides the potential to protect and grow income streams over time while generating attractive risk adjusted returns. 

Aqib Hashamali, CFA  is Co-Manager of the FP Foresight UK Infrastructure Income Fund (“FIIF”) & FP Foresight Sustainable Real Estate Securities Fund (“REF”)