The infrastructure equity cycle

UBS
By September 13, 2018 15:03

The infrastructure equity cycle

Infrastructure white paper series | Part 3

This is the final installment of our infrastructure white paper series. Our first paper, The case for infrastructure debt (click here ), provided a closer look at the growing area of infrastructure debt. The second, Infrastructure and the economy (click here), explored how infrastructure returns might perform under various economic scenarios, particularly in a rising interest rate environment. This paper will examine where we are in the infrastructure equity cycle, in terms of investment style and valuations, and opines if the two are linked. 

UBS
By September 13, 2018 15:03

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