Cambridge Associates says sustainable infrastructure offers income, diversification, impact opportunities

  • Cambridge Associates executives Josh Featherby and Anne Kuleshova outlined infrastructure as a key lever for sustainable investing portfolios in a video interview.
  • They flagged rising capital needs to upgrade legacy transport assets, alongside investment openings in next-generation systems tied to electrification.
  • Featherby framed core infrastructure as a source of steady income, with agriculture and timber positioned as diversifiers versus public markets.
  • He said higher-growth, impact-oriented returns may come from newer technologies or greenfield projects, with higher risk.
  • Kuleshova pointed to energy security, AI, and geopolitics as forces reshaping manager selection as the opportunity set matures.


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