This 2025 Infrastructure Outlook by UBS Asset Management explores the evolving macroeconomic backdrop and its implications for infrastructure investments.
• Key Drivers: Resilient GDP growth, high inflation, and slowly declining interest rates create favorable conditions for infrastructure assets.
• Opportunities: Traditional sectors like utilities and transportation are undervalued, while infrastructure debt offers strong risk-adjusted returns amid rising demand for refinancing.
• Challenges: Crowded trades in renewables and digital infrastructure demand cautious investment strategies to avoid overvaluation.
For detailed insights into navigating these trends and maximizing returns in infrastructure, access the full report.
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