Josh Duitz, Portfolio Manager, abrdn joined Julie Cooling, Founder & CEO, RIA Channel to discuss key global infrastructure trends and opportunities.
The Aberdeen Standard Global Infrastructure Income Fund (NYSE: ASGI) is a closed end fund focused on delivering income and long-term total returns. ASGI uniquely provides global exposure to both private and public infrastructure companies, in a single exchange-traded ticker. Another core differentiator is ASGI’s allocation weight to emerging markets, which historically has contributed to outperformance in abrdn’s open-ended infrastructure fund. Population growth and urbanization in emerging markets support increased infrastructure demand over the next several decades, explains Duitz.
abrdn views infrastructure as any essential asset that allows society to function and grow. This broad category covers transportation, communication, utilities and energy sectors. “Ultimately we are looking for companies with safe, steady predictable cash flow and long-term assets, with inflation protection,” says Duitz on ASGI’s defensive approach to income. Looking ahead, abrdn seeks to capitalize on multi-decade mega trends such as the energy transition and innovations in 5G.
abrdn is a publicly traded, leading global asset manager with more than $464 billion in assets under management.
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