Infrastructure remains resilient despite macro challenges

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.