White paper infrastructure series The infrastructure equity cycle

Institutional investor interest in the infrastructure sector is at record highs. This paper takes a closer look at the impact on valuations and examines where we are in the cycle.

03 sep. 2018

This is the final installment of our infrastructure white paper series. Our first paper, The case for infrastructure debt, provided a closer look at the growing area of infrastructure debt. The second, Infrastructure and the economy, explored how infrastructure returns might perform under various economic scenarios, particularly in a rising interest rate environment. This paper will examine where we are in the infrastructure equity cycle, in terms of investment style and valuations, and opines if the two are linked.