Infrastructure is identified as a resilient asset class offering inflation-linked cash flows and strong secular tailwinds. It is recommended for its ability to diversify portfolios amidst heightened macroeconomic and geopolitical uncertainty.
Key Takeaways
- 1.Infrastructure assets offer resilience through stable, inflation-linked cash flows, making them effective hedges against economic volatility.
- 2.Secular trends in digitization, decarbonization, and supply chain realignment continue to drive strong capital investment in infrastructure.
Table of Contents
- Private infrastructure in the current macroeconomic environment
- Positive drivers
- Negative drivers
- Considerations before investing
- Appendix
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Authors
Karim CherifRichard HuangAntoinette Zuidweg
Themes
Energy TransitionDigitizationGeopolitical Risk
Regions
GlobalUnited States