Cohen & Steers
Real assets, REITs and listed-infrastructure research from Cohen & Steers.
United States2 articlesLast published 17 Jun 2026
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Cohen & SteersEquities
Why active management matters in energy markets - Cohen & Steers
Cohen & Steers argues that the traditional binary approach to energy investing - either exclusively traditional or alternative energy - is flawed, and that an actively managed blended strategy (approximately 70% traditional, 30% alternative) delivers superior risk-adjusted returns. The paper demonstrates how active management can exploit significant return dispersion across the energy value chain while avoiding structural laggards in both passive traditional and clean energy benchmarks.
17 Jun 2026
Cohen & SteersFixed Income
Three themes in hybrid credit securities today - Cohen & Steers
Cohen & Steers identifies three key themes shaping hybrid credit markets in 2Q26: the growing importance of income as a return driver amid rate volatility and geopolitical disruption, the resilience of bank and insurance issuers underpinned by strong capital ratios, and rising issuance from non-financial sectors (utilities, pipelines) linked to AI and energy infrastructure demand. The piece argues hybrid credit offers an attractive yield-to-risk profile relative to high-yield alternatives, with liquidity and duration flexibility aiding portfolio management during periods of market stress.
17 Jun 2026