Infrastructure investments are different. They offer stability and growth and offer a compelling case as a worthy player and a diversifier in an investment portfolio. While the operating and financial performance of infrastructure assets has been structurally sound, the investment performance has been varied in recent years, reflecting the impact of rising interest rates. However, with a more benign outlook for interest rates conditions, there is an opportunity to capitalise on the innate earnings power of infrastructure assets.

Gerald Stack and Ben McVicar