Infrastructure 2025 Outlook

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.