Infrastructure remains resilient despite macro challenges

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Tightening monetary policy, rising interest rates and the Russian invasion of Ukraine have shifted the macro landscape to the point where a global recession is possible in 2023. Whilst the infrastructure asset class is not immune to these challenges, we expect it to remain resilient given favourable links to inflation and steady underlying demand.

Infrastructure investments can provide a natural hedge to macro challenges, such as inflation. This article discusses what could happen if the global economy enters recession and profiles infrastructure's resilience across sectors.

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Meet the author


Michael Landman

Michael heads up the Portfolio Management Team, providing fund analysis and thought leadership across IFM Investors’ Australian and Global Infrastructure portfolios. Michael is also responsible for fund transactions and asset management, and is a board member of NT Airports.

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