Infrastructure investing offers the potential to add diversification to a portfolio. A well-managed infrastructure program can deliver exposure to assets that provide diversification away from traditional asset classes.
Investors have many ways to gain access to these assets, and the appropriate approach for doing so will vary with individual investor circumstances. Key to building a successful infrastructure portfolio is having specialist knowledge of infrastructure assets and a structured plan for building up the portfolio.
Equity market volatility has increased and bond markets are under pressure. Investors need to search for new opportunities to sweat assets to deliver long-term return objectives. We believe infrastructure provides a compelling option for investors to consider in this context.