Infrastructure, as Julian elucidates, encompasses a broad array of assets essential for economic growth and societal function.
In the current climate of uncertainty – marked by high inflation, elevated interest rates, and the looming threat of recession – infrastructure investment has emerged as a beacon for investors seeking stability.
The pair discuss:
- The defensive characteristics of infrastructure investments, which include consistent returns with low volatility, long-term income yields with inflation protection, and diversification benefits.
- How investors can approach infrastructure investment through direct investments in unlisted assets or via listed infrastructure securities, each offering unique advantages and challenges.
- The emerging trends in infrastructure investment, such as evolving definitions of infrastructure assets.
- Optimism about the resilience of infrastructure investments in the face of economic volatility.
