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The infrastructure equity cycle: where are we now?

Are you invested in or considering infrastructure equity as an asset class? The attractiveness of infrastructure has been driven by strong returns in a low-yielding environment.

Sentiment for the asset class is at record highs, yet markets face headwinds with the ongoing withdrawal of quantitative easing and rising rates. This begs the question, where are we now in the infrastructure equity cycle?

Declan O'Brien, Infrastructure Senior Analyst, Research & Strategy;
Bronte Somes, Head of Infrastructure Equity EMEA;
Perry Offutt, Head of Infrastructure Americas,

will discuss:

• The evolution of the asset class in investment style, valuations and correlation with other markets; and
• Our insights into where we are in the infrastructure equity cycle
Recorded Dec 6 2018 53 mins
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Presented by
UBS Asset Management
Presentation preview: The infrastructure equity cycle: where are we now?
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UBS Asset Management is a large scale investment manager with a presence in 23 countries. We offer investment capabilities and investment styles across all major traditional and alternative asset classes to: - Institutions - Wholesale intermediaries - Wealth management clients Investors are facing unprecedented challenges in today's global markets. Finding answers can be hard. Stay up-to-date with key investment themes and our matched investment solutions around each, helping you to meet your investment challenges.

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  • Title: The infrastructure equity cycle: where are we now?
  • Live at: Dec 6 2018 3:00 pm
  • Presented by: UBS Asset Management
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