As the infrastructure investment market has matured, many investors have grown more specialized, carving out a distinct niche within the larger marketplace. For UBS Asset Management, that has meant focusing on small- to mid-size North American and European enterprises with digital or energy transition strategies, explains Andrew Morris, managing director and head of Infrastructure Equity for UBS Asset Management’s Real Estate & Private Markets (REPM) business.
In an interview published in the May issue of Institutional Investment in Infrastructure, Morris discusses how the firm has adjusted its infrastructure investment strategies in the current environment, where fixed income is delivering higher returns than it has in prior recent years, while it continues to expand its focus on sustainability.
“Our research team is assessing the different clean-energy technologies and solutions, such as hydrogen, renewable natural gas and carbon capture, utilizat