This report, authored by UBS Asset Management’s Infrastructure Strategy team, examines how President Trump’s first 100 days and his bold policy shifts shape infrastructure investing. Despite short-term turbulence, infrastructure remains a defensive, inflation-hedging asset class with strong long-term prospects.
Key Insights:
- Stagflation Favorable: Infrastructure historically outperforms in high-inflation, low-GDP environments—conditions likely under current US policy.
- Trade and Onshoring: Tariffs and reshoring drive domestic transport and manufacturing demand, but global trade assets face headwinds.
- Energy Divergence: Renewables face policy uncertainty yet remain cost-competitive; meanwhile, oil/gas growth is plateauing.
While short-term risks persist, diversified infrastructure portfolios are poised to benefit from inflation protection, secular trends (AI, reshoring), and monopolistic pricing power. Discover where the smart capital is flowing.
Dit artikel verder lezen?
Abonneer en krijg toegang tot Investment Officer Nederland:
- Exclusief voor professionele beleggers
- Altijd opzegbaar
- Onbeperkt toegang: web, app, nieuwsbrieven en events
Registreer gratis en krijg toegang tot Investment Officer België:
- Exclusief voor professionele beleggers
- Altijd opzegbaar
- Onbeperkt toegang: web, app, nieuwsbrieven en events
Registreren duurt minder dan 1 minuut.
Geen betaalgegevens vereist
