“That escalated quickly.” – Ron Burgundy

As of this writing (March 16), the equity markets are suffering the worst crash since 1987, central banks are using nearly every tool at their disposal and politicians are scrambling to provide more stimulus packages. In other words, panic seems to be the underlying decision-making emotion.

As an investor-focused infrastructure publication, we engaged with investors to get their perspective on the current market. Below are insights into what infrastructure investors and consultants have been thinking about the effects of coronavirus and the oil price shock on investment markets.

Key takeaways

Observations

Fundamental changes in the energy markets with OPEC deal presents longer term problem for infrastructure than virus-related chaos. Still very early, but the feeling is infrastructure is living up to its “defensive” label. More broadly this is proving why diversifyi