White paper infrastructure series Infrastructure and the economy

This series explores some of the key portfolio considerations of investing into infrastructure.

21 mar 2018
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Our first paper focused on the growing area of infrastructure debt. This paper, the second in our series, takes a closer look at how infrastructure returns might perform under various economic scenarios, and in particular in a rising interest rate environment. We use public and private infrastructure indices from 2004-2017 to help inform the analysis.