Despite the geopolitical volatility looming over 2025, listed infrastructure is an asset class that offers resilient, necessary and protective investments even in times of uncertainty. In an interview with Institutional Real Estate, Inc., Emily Foshag, portfolio manager and head of listed infrastructure at Principal Asset Management, explains the outlook for 2025, the benefits in listed infrastructure assets and why the following year is an opportune time to consider them.
With recent elections, shifting international relations and rising nationalism, there are many various geopolitical situations that may present upcoming volatility. In the United States, interest rates, inflation and debt levels all have uncertain trajectories, as well as the impact of potential tariffs, immigration and trade policy changes.
Regardless of these threats, listed infrastructure poses a stable opportunity throughout. Infrastructure businesses have been known to outperform, provide stable
