This past year, public equity markets experienced considerable volatility alongside a surge of investment in AI. These dynamics have raised questions about equity valuations and index concentration risk.
However, infrastructure (both public and private) has delivered steady returns across multiple periods, as indicated in the chart below. That consistency underscores infrastructure’s role as a diversifier during changing market conditions.
Infrastructure supports essential services and is the backbone of technological progress, which we believe makes it a strong complement to traditional asset classes during periods of uncertainty.
Are you an RIA interested in learning more about infrastructure’s role in diversified client portfolios? Let’s connect.
Note: Investing involves risk and principal loss is possible. Distributed by Foreside Funds Distributors LLC. For important information about the Fund, please click here.