The tariff announcements by the US and following temporary pause and deal activities have heightened uncertainty and increased financial market volatility. But what are the potential impacts on listed infrastructure?
CBRE Investment Management suggests that the asset class offers unique advantages
in this challenging environment: from recession-resistant demand to inflation protection, stable cash flows and benefits of scale.
“We believe that the listed infrastructure market is well positioned in this high tariff and uncertain environment. Infrastructure is not an imported good for sale, nor is it an export to other markets. Infrastructure assets service their domestic markets, and their essential nature makes them less sensitive to changes in economic activity,” says Jeremy Anagnos, Chief Investment Officer Listed Infrastructure at CBRE IM.
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