Every day, every one of us is touched by infrastructure and, the longer we live, the more billions of us there are, and the more we need infrastructure. Driven by a number of macro themes, over the next 17 years to 2040, experts predict we need to invest US$94 trillion in infrastructure just to keep pace with our human needs. This investment has benefits to people and communities everywhere. Demand for essential infrastructure offers opportunities for investors to generate a steady reliable income with inflation protection built in and includes mitigants to a rising interest rate environment. In today’s world of uncertainty and volatility, one thing that is certain is the ‘essential’ role infrastructure plays in investment portfolios. If you do anything, include infrastructure in portfolios. - Michael Bessell, Dexus. Earn 0.50 CE/CPD hrs on Portfolio Construction Forum