Resolution Capital Ltd.

05/04/2026 | Press release | Distributed by Public on 05/04/2026 01:25

Global Listed Infrastructure Update – Q1 2026

May, 2026

Global Listed Infrastructure Update - Q1 2026

In our video update for the 1st quarter of the 2026 calendar year, Portfolio Manager, Jan De Vos covers key developments in the Global Listed Infrastructure sector and market insights, including:

  • A Q1 2026 performance summary, with the Resolution Capital Global Listed Infrastructure Fund - Active ETF returning 12.2% for the quarter performing well above benchmark
  • Analysis of the energy and airport sectors. Oil and gas transportation companies benefited from rising energy prices, while airport holdings faced short-term weakness.
  • The emergence of "HALO stocks" (High Assets, Low Obsolescence) as a defining investment theme, with listed infrastructure firmly fitting this profile given its essential nature and contracted cash flows.
Resolution Capital Ltd. published this content on May 04, 2026, and is solely responsible for the information contained herein. Distributed via Public Technologies (PUBT), unedited and unaltered, on May 04, 2026 at 07:25 UTC. If you believe the information included in the content is inaccurate or outdated and requires editing or removal, please contact us at [email protected]