Nicht nur in den USA unter dem neuen US-Präsidenten wird der Infrastruktur mehr Bedeutung beigemessen, sondern weltweit. Mit Blick auf die aktuell günstigen Bewertungen und das Niedrigzinsumfeld sieht Jeremy Anagnos von CBRE Clarion für 2021 attraktive Anlagemöglichkeiten in diesem Sektor.
Das Coronajahr 2020 verhieß für einige Infrastruktursegmente nichts Gutes. Flughäfen beispielsweise litten sowohl unter den pandemiebedingten Reiserestriktionen als auch unter dem zunehmenden Fokus auf die New Economy. Entsprechend lag die Performance von börsennotierter Infrastruktur rund 20 Prozent unter derjenigen von globalen Aktien.
2021 dürfte anders werden. Davon ist Jeremy Anagnos, Portfolio Manager von Nordeas Global Listed Infrastructure-Strategie, überzeugt: „Einerseits erhöht
Das Coronajahr 2020 verhieß für einige Infrastruktursegmente nichts Gutes. Flughäfen beispielsweise litten sowohl unter den pandemiebedingten Reiserestriktionen als auch unter dem zunehmenden Fokus auf die New Economy. Entsprechend lag die Performance von börsennotierter Infrastruktur rund 20 Prozent unter derjenigen von globalen Aktien.
2021 dürfte anders werden. Davon ist Jeremy Anagnos, Portfolio Manager von Nordeas Global Listed Infrastructure-Strategie, überzeugt: „Einerseits erhöht
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