Macquarie Asse… - Fri, 10/21/2022 - 19:36

The Case for Infrastructure

Infrastructure has been growing in popularity in recent years, with unlisted infrastructure funds raising a record $US125 billion of capital in 2021.1

The increasing appetite from institutional investors could be explained by its impressive risk-adjusted return delivery as well as its attractive characteristics, including:

  • inflation-linked revenues and potential to provide investors with a hedge against higher inflation
  • defensiveness and consistent through-the-cycle performance
  • attractive income and yield profile
    diversification benefits when added to a portfolio of equities and bonds
  • ownership of real assets that provide an essential
  • service to society
  • high barriers to entry and large capital expenditure (capex) requirements.

1. Preqin database (June 2022).

Read the full paper


Investing involves risk, including the possible loss of principal.

The views expressed represent the investment team’s assessment as of the date indicated and should not be considered a recommendation to buy, hold, or sell any security, and should not be relied on as research or investment advice.

Past performance does not guarantee future results.

Macquarie Asset Management (MAM) is the asset management division of Macquarie Group. MAM is a full-service asset manager offering a diverse range of products across public and private markets including fixed income, equities, multi-asset solutions, private credit, infrastructure, renewables, natural assets, real estate, and asset finance. The Public Investments business is a part of MAM and includes the following investment advisers: Macquarie Investment Management Business Trust (MIMBT), Macquarie Funds Management Hong Kong Limited, Macquarie Investment Management Austria Kapitalanlage AG, Macquarie Investment Management Global Limited, Macquarie Investment Management Europe Limited, and Macquarie Investment Management Europe S.A.

 Other than Macquarie Bank Limited (MBL), none of the entities noted in this document are authorised deposit-taking institutions for the purposes of the Banking Act 1959 (Commonwealth of Australia). The obligations of these entities do not represent deposits or other liabilities of MBL. MBL does not guarantee or otherwise provide assurance in respect of the obligations of these entities, unless noted otherwise.

 (2940155 – 6/23)


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