Energy Infrastructure

Energy infrastructure acts as the backbone of the global energy sector, and the vast network of logistics assets owned by energy infrastructure companies are critical enablers of our “modern way of life.”

Energy infrastructure companies have favorable investment attributes and strong industry tailwinds, including:

• Highly contracted business underpinned by real assets
• Strong balance sheets with meaningful free cash flow generation
• Exposure to the power supercycle (industrial re-shoring and data center development)
• Energy security is a key priority given the volatile geopolitical landscape
• Energy transition is a multi-decade trend in the energy sector