The infrastructure equity cycle: where are we now?

Presented by

UBS Asset Management

About this talk

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? Presenters 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

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UBS Asset Management is a large-scale asset manager, with a presence in 22 countries. We offer investment capabilities and investment styles across all major traditional and alternative asset classes as well as platform solutions and advisory support, to institutions, wholesale intermediaries and wealth management clients. We take a connected approach to find the answers to our clients' investment challenges. Our global capabilities include equity, fixed income, currency, hedge funds, real estate, infrastructure and private equity investment capabilities that can also be combined into customized solutions and multi asset strategies. Complementing our investment offering, we provide professional white labelling services including fund set-up, accounting, asset valuation, NAV calculation and reporting elements for traditional and alternative funds. We are a leading fund house in Europe, the largest mutual fund manager in Switzerland , Europe's third largest money manager and the top foreign firm in China. We are a truly global firm with principal offices in Chicago, Frankfurt, Hartford, Hong Kong, London, New York, Singapore, Sydney, Tokyo and Zurich.