European infrastructure debt – navigating new challenges

Particularly during the height of the Covid-19 pandemic and ensuing lockdowns, infrastructure debt proved to be resilient as an asset class. Despite lockdowns shutting down businesses and many aspects of society, specific sectors such as renewables, telecommunications and utilities continued to perform through the provision of essential services.

However, while infrastructure debt demonstrated to be a safe haven through its ability to weather the storm during the pandemic, new challenges have since arisen as we move into the new post-pandemic normal. A key concern for investors is now rising inflation, as well as rising interest rates. Further fuelling uncertainties for investors, are concerns about an impending economic recession across Europe and globally. Hence the question for investors, is European infrastructure debt an investment solution fit for the current environment?

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