The post-pandemic backdrop for markets is entering into its next phase where the cross currents of withdrawal of ultra-supportive policies, growth inflecting lower, continued supply chain and labour market disruptions are expected to increase volatility.
The outlook on inflation is also turning increasingly complicated. While the pandemic-induced price surges are expected to fade, the ‘transitory inflation’ period is looking more extended, for example most recently with the developments in the energy markets globally. Major central banks, especially in developed markets, have amended their policy objectives to signal that they will tolerate a higher level of inflation than what was experienced over the past decade. Real returns accruing to investors, especially for fixed rates products, will be increasingly challenged.
Infrastructure assets such as utilities and logistic networks form the core of a healthy economy. Across many developed countries, there is tremendous pressure to rejuvenate and maintain ageing infrastructure as well as invest in newer forms such as sustainable energy and data centres. However, government resources to fund such investments are often less forth-coming, even scarce. This creates an opportunity for private capital to step in and bridge the gap.
Join us in this webinar as we speak with Rene Lubianski and Michael Botha, both Managing Directors at Brookfield’s Infrastructure Group on the role private capital can play in bridging this funding gap as well as the key themes of infrastructure investing across developed markets.
