Strategies

In a time of considerable macroeconomic uncertainty, the infrastructure industry should fare better than most thanks to its inherent defensive characteristics. But investors are also busy making plans to futureproof their portfolios far beyond the current macro storm, which increasingly include specialisation, diversification and a focus on sustainability. In this report we take a closer look at the strategies that are shaping the asset class’s future.

The future of specialisation

Whether in terms of sector, geography or strategy, LPs are increasingly looking to deepen the specialisation in their portfolios. Does this spell the end for the generalist fund?

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