Inflation and infrastructure

Defensive core infrastructure portfolios

In the current volatile investment climate, infrastructure has overall shown resilience -particularly to rising inflation and interest rates- thanks to contracted adjustments, monopolistic positions and strong pricing power. 

Within the broad range of infrastructure opportunities, core assets, with long-term debt profile and clearly defined contractual agreements, offer the strongest protection. They often benefit from explicit inflation indexation and long term fixed debt allowing them to typically perform better in an inflationary environment.