Infrastructure investing through the macroeconomic cycle

2011 Conference - Due Diligence Forum |  RARE Infrastructure |  25 August 2011

Infrastructure assets are increasingly forming part of investor asset allocations. This Due Diligence Forum Research Paper, presented at the 2011 PortfolioConstruction Forum Conference, discusses the key attributes of infrastructure assets which have led to its inclusion within portfolios and shows that, while infrastructure can be considered separate asset class, there is a clear link to the economy. It asks why infrastructure assets have performed differently...