Weekly Regional View UK

This report outlines the investment case for infrastructure as a strategic core holding, emphasizing its resilience to inflation and low correlation with traditional asset classes. It highlights digitalisation, energy transition, and deglobalisation as the primary structural drivers for long-term growth.

Key Takeaways

• 1.Infrastructure should be considered a strategic core holding for its resilience, diversification, and inflation-hedging qualities.
• 2.Three secular trends—digitalisation, energy transition, and deglobalisation—are driving a multi-decade investment cycle in infrastructure.
• 3.Valuations are currently near long-term averages, with fundraising momentum recovering in 2025, providing an attractive entry point.

Table of Contents

• Infra)structural growth
• Global asset class preferences definitions
• Appendix
• Risk information
• Generic investment research – Risk information

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