Infrastructure in times of rising interest rates: what (not) to fear

by CBRE Investment Management

The complete report, which was published in September 2022, is available at:

https://www.cbreim.com/insights/reports/infrastructure-in-times-of-rising-interest-rates-what-not-to-fear

Excerpt:

With varying degrees of resolve, central banks in major economies are tightening monetary policy in response to record high inflation. According to Infrastructure Investor’s LP Perspectives 2022 Study, 27 percent of investors in infrastructure point to an increase in interest rates as their primary concern for investment performance. This tops inflation risk, likely due to the fact that investors understand and accept the benefits of infrastructure to protect against rising prices. But how much, and for what reasons, should investors in infrastructure worry when interest rates start rising rapidly?

In our first series,