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In an inflationary environment, lower sensitivity assets like infrastructure can be particularly attractive due to resilient attributes that can withstand global economic cycles. Secular trends around a rapidly decarbonizing economy and strong global policy momentum also support global energy transition and development of the circular economy.
Jay Rosenberg Head of Public Real Assets and Noah Hauser Portfolio Manager, Global Clean Infrastructure Impact Strategy for Nuveen, were recently interviewed by Citywire and they discussed how investing in infrastructure offer investors protection through diversification whilst making a demonstrable impact on some of the greatest environmental challenges of today.
Key themes discussed include:
- Why investors should consider an investment in infrastructure
- The potential effect the addition of infrastructure can have on existing portfolios
- How investing in infrastructure can help investors benefit from the transition to a low carbon economy
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Nuveen’s proprietary ESG scoring methodology evaluates a municipal issuer’s potential contribution to positive ESG outcomes relative to their peers.