The World Is Changing

It’s Time to Consider Investing in Infrastructure

The Potential Benefits of Investing in Private Infrastructure

Infrastructure assets share several common characteristics: they provide essential services, they have high barriers to entry, and they are often backed by long-term, inflation-linked contracted or regulated revenues. We believe these distinctive features make infrastructure assets an appealing, all-weather investment choice.

Enhanced Risk/Return

Adding private infrastructure to a portfolio has historically increased overall return while decreasing risk.

Risk/Return

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Past performance is not indicative of future results. For the period January 1, 2013 through June 30, 2023. Source: Bloomberg; Burgiss. Risk is defined as annualized standard deviation. Equities represented by MSCI World Index; Fixed Income represented by the Bloomberg Global Aggregate Index; Private Infrastructure represented by the Burgiss Global Infrastructure Index. There are limitations to the data provided given limited coverage, reporting lag and different valuation methodologies. Further, private infrastructure funds that are included in the index choose to self-report. Thus, the index is not representative of the entire private infrastructure universe and may be skewed towards those funds that generally have higher performance. Over time, funds included and excluded based on performance, may result a “survivorship bias” that can result in a further misrepresentation of performance.

A Hedge Against Inflation

Infrastructure has proved to be an effective inflation hedge.

Average Quarterly Returns During Periods of Above-Average Inflation

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Past performance is not indicative of future results. For the period January 1, 2013 through June 30, 2023. Source: Bloomberg; Burgiss. Equities refers to MSCI World Index; Fixed Income refers to the Bloomberg Global Aggregate Index; Private Infrastructure refers to the Burgiss Global Infrastructure Index. The indexes are unmanaged and cannot be purchased directly by investors. Index performance is shown for illustrative purposes only and does not predict or depict the performance of any investment. See disclosures for full index definitions. Inflation is defined as Seasonally Adjusted CPI-U. Periods of Above-Average Inflation are defined as quarters where CPI was above its historical average. During the time period analyzed, average CPI was 2.63% and there were 13 such quarters.

Mitigation of Downside Risk

Infrastructure has historically performed well during times of market uncertainty.

Average Quarterly Returns During 10 Worst Quarters for Equity Markets

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Past performance is not indicative of future results. For the period January 1, 2013 through June 30, 2023. Source: Bloomberg; Burgiss. Equities refers to MSCI World Index; Fixed Income refers to the Bloomberg Global Aggregate Index; Private Infrastructure refers to the Burgiss Global Infrastructure Index. The indexes are unmanaged and cannot be purchased directly by investors. Index performance is shown for illustrative purposes only and does not predict or depict the performance of any investment. See disclosures for full index definitions.

Learn more about infrastructure investing and the benefits to an overall portfolio.

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Harnessing a Super-Cycle of Investment Opportunities

The Infrastructure Super-Cycle offers investors the prospect to capitalize on three multi-decade megatrends that are driving significant investment opportunities: digitalization, decarbonization and deglobalization.

Digitalization

Data Is the World’s Fastest-Growing Commodity

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Data Centers
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Telecom Towers
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Fiber to the Home
$1 trillion+
investment opportunity
Source: Cisco, Markets & Markets

Decarbonization

The Global Shift to a Net-Zero Economy Is Underway

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Renewable Power Generation
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Energy Efficiency
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Enhance Electrical Infrastructure
$150 trillion+
investment opportunity
Source: U.S. Energy Information Administration, IEA.org

Deglobalization

The World is Rethinking Its Focus on Manufacturing, Supply Chains and Sources of Energy 

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Supply Chains
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Energy Security
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Onshoring of Manufacturing
$ 1 trillion+
investment opportunity
Source: Statista, OECD.org, U.S. Department of Transportation

The Brookfield Infrastructure Advantage

Brookfield’s roots in infrastructure date back to 1899. Today, the Firm is one of the world’s largest infrastructure investors, owners and operators.

Our Infrastructure Investments Around the World

From first- and last-mile rail connections, to data centers across Europe and the U.S., to connecting U.K. homes to the utility grid, Brookfield’s critical infrastructure assets span five continents.

 

Explore some of our assets around the world on the map.

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Interpipeline

Inter Pipeline

Energy infrastructure network that transports, processes and stores commodities, delivering sources of supply to demand centers across North America.

Summit Digitel

Summit Digitel

Telecom towers in India, supporting the growth of one of the world’s fastest-growing digital economies. 

GD Towers

GD Towers

Telecom towers in key European markets, providing nationwide 5G coverage in Germany and Austria.

AusNet

AusNet

Electricity transmission network distributing gas and electricity to 6.6 million people in Australia.

Genesee & Wyoming

Genesee & Wyoming

Regional railroads in North America and Europe, providing critical first- and last-mile connections to thousands of customers.

Isagen

Isagen

Hydroelectric facilities that supply ~20% of Colombia’s electricity.

Compass Datacenters

Data centers that are developed and operated for some of the world’s largest companies.

NTS

NTS

Natural gas pipelines that provide supply to key markets in Brazil, including Rio de Janeiro and São Paulo; the pipelines fulfill more than 50% of Brazil’s natural gas demand. 

Intel

A first-of-its-kind partnership with Intel to jointly fund the construction of a $30 billion semiconductor fabrication facility.

Learn More About Brookfield Infrastructure Opportunities

Learn More About Brookfield Infrastructure Opportunities

A Word About Risk

All investing involves risk. The value of an investment will fluctuate over time, and an investor may gain or lose money, or the entire investment. Past performance is no guarantee of future results. 

 

Infrastructure companies may be subject to a variety of factors that may adversely affect their business, including high interest costs, high leverage, regulation costs, economic slowdown, surplus capacity, increased competition, lack of fuel availability, and energy conservation policies.

 

Assets shown are for illustrative purposes only. There is no assurance that similar investments or results will occur in the future.

 

Index Definitions

The Bloomberg Global Aggregate Index is a market-capitalization-weighted index comprising globally traded investment-grade bonds. The index includes government securities, mortgage-backed securities, asset-backed securities and corporate securities to simulate the universe of bonds in the market. The maturities of the bonds in the index are more than one year.

 

The Burgiss Infrastructure Index represents a horizon calculation based on data compiled from infrastructure funds, including fully liquidated partnerships. There are limitations to the Burgiss data provided given limited coverage, reporting lag and different valuation methodologies. Further, private infrastructure funds that are included in the index choose to self-report. Thus, the index is not representative of the entire private infrastructure universe and may be skewed towards those funds that generally have higher performance. Over time, funds included and excluded based on performance, may result a "survivorship bias" that can result in a further misrepresentation of performance.

 

Consumer Price Index (CPI) is a measure of the average change in prices over time in a fixed market basket of goods and services.

 

The MSCI World Index is a free float-adjusted market-capitalization-weighted index that is designed to measure the equity market performance of developed markets.

 

Investment Terms

Standard deviation is a commonly-used measure of the risk/reward profile of the risk/reward profile of traditional portfolios and broad market indices. As applied to alternative investment funds and strategies, however, these statistics may materially understate the true risk profile of an alternative investment because alternative investment funds are subject to a loss of principal which is not reflected in the standard deviation of returns, the only measure of risk used in calculating standard deviation.