Tryaging

 Tryaging

Infrastructure (IFRA) continues to have a highly impressive growth runway ahead of it and as a result it remains one of our favorite asset classes.

Furthermore, with interest rates poised to peak in the near-term and the economy slowing, we believe it is a great time to buy high quality defensive infrastructure businesses while yields are still high. In this article, we discuss these trends and then share some of our top infrastructure picks of the moment.

Infrastructure's Impressive Growth Runway
  • Strong economic growth in developing markets is fueling the demand for new infrastructure to support further growth.
  • There is an urgent need to replace the aging core developed economy infrastructure.
  • The 4th Industrial Revolution and energy transition are driving immense demand for massive amounts of new types of infrastructure.
  • Now Is The Time To Buy

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