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Global Listed Infrastructure team

Global Listed Infrastructure (“GLI”) is a specialty asset class made up of publicly traded companies uniquely positioned to meet the demands of a global market segment that has investment needs estimated to be tens of trillions of dollars over the next 10-15 years1.

Global megatrends driving the need for investment in new infrastructure facilities and the modernization of existing facilities include:

Infrastructure team facilities

GLI strategies may offer long-term investors a combination of some of the most attractive attributes of private equity infrastructure, real estate, and fixed income investing:

  • Stable cash flows
  • Strategic position
  • Inflation protection
  • Consistent growth
  • Portfolio diversifier
  • Daily liquidity
  • Defensive nature

Global Listed Infrastructure at Macquarie

We believe a diversified, well-researched infrastructure portfolio can provide a non-correlated source of alpha over: market cycles, interest rate regimes, and commodity price environments.

Our philosophy GLI at Macquarie
Leading investor
Pure infrastructure companies possess different characteristics than most traditional global companies; they require both specialized analysis and informed, hands-on assessment. Extensive infrastructure business helps guide investors. Macquarie is a recognized infastructure leader with the scale, resources and global network of connected expertise.
Tenured and aligned
Infrastructure is an under-researched area of global equity markets; knowledge asymmetries exist and can be exploited. We bring an experienced, client-focused approach to every investment and portfolio solution. Our compensation model rewards analysts for their specific results.
Consistent approach
Portfolios should be diversified across geographies and sectors for long-term investment success. We apply a long-term, discounted cash flow valuation approach in building a diversified portfolio of pure infrastructure companies with limited exposure to commodity price volatility.

Ways to invest

Separate account strategy

  • Global Listed Infrastructure

1 “Infrastructure productivity: How to save $1 trillion a year,” McKInseyGlobal Institute, Jan. 2013.