Infrastructure remains a core allocation for institutional investors seeking stable, long-term returns with built-in inflation protection. As governments face budget constraints and growing pressure to modernise essential systems, private capital is playing an increasingly central role in funding and operating critical infrastructure.
The investment case for infrastructure is grounded in its essential nature. Assets such as transport networks, energy systems, and digital connectivity are fundamental to economic activity. Many operate under long-term contracts or regulated models, providing a degree of revenue visibility uncommon in other asset classes. This makes infrastructure an attractive option during periods of economic uncertainty, as investors look for assets that can help balance overall portfolio risk.
Inflation linkage is another key factor. A large proportion of infrastructure revenues are indexed to inflation, offering a natural hedge at a time when price pressures remain elevated in many economies.
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