The abrdn Global Infrastructure Income Fund outperformed its benchmark in the first quarter of 2026.
RWE benefited from the German stimulus bill, which provides funding for new generation, and the company's decision to cut renewable capital expenditure.
Cheniere Energy shares rose strongly following a global supply shock and the announcement of a $10 billion share buyback programme.
Crown Castle moved lower on news that Dish had defaulted on its obligations, though Dish represents only a low single-digit percentage of overall revenues.
The outlook for gas infrastructure has improved as demand has strengthened, especially in the US, where gas is increasingly important for AI-related data centres.
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Fund performance
The abrdn Global Infrastructure Income Fund outperformed its benchmark in the first quarter of 2026. ¹
In terms of individual stock positive contributors, RWE (RWEOY), the European electric utility, benefited from the German
