Doug Appel takes the long view on infrastructure after Covid-19 in this piece which mentions the infra300 index.

“The lack of diversification” in those institutional portfolios will make this episode all the more painful for big asset owners, Mr. Blanc-Brude said.

A greater focus on diversification going forward could put some wind in the sails of infrastructure fund-of-funds managers, after a long period where their added layer of fees has been a hard sell for asset owners, he said.

Read the story here.