Longer term interest rates more relevant for infrastructure Private infrastructure equity was up ~10% in 2022, and is currently up ~4% in 1H23, according to both MSCI and Burgiss. However, the resilient performance has only attracted some skepticism around valuations. Critics argue that under the current interest rate pressures, infrastructure discount rates should also adjust...
Tag: Alex Leung
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2024 Infrastructure outlook | UBS Switzerland
Private infrastructure had a challenging 2023. Although performance remained relatively stable, fundraising is at the weakest levels in 10 years, while deal volumes have fallen 40% year-on-year due to wide bid-ask spreads. High interest rates, mixed economic outlook, and geopolitical tensions continue to weigh on the industry. In our 2023 infrastructure outlook last year, we...