Infrastructure is tangible, essential and predictable. As an asset class, it is often favoured by investors due to its consistent returns, lower volatility, low correlation to other asset classes, and inflation linked cashflows. The heightened Volatile, Uncertain, Complex and Ambiguous macro environment, coupled with an unprecedented set of industry and government catalysts, is creating generational tailwinds in sectors such as energy transition, digital infrastructure and the care economy. This confluence of events provides a significant opportunity for investors to enhance risk-adjusted returns of their portfolios, by capitalising on this generational investment opportunity.

Andrew Killesteyn | 0.75 CE