Expectations for inflation in the last months of 2021 were mostly muted, with much of the discussion focused on the hope it would be transitory. But with inflation now reaching levels not seen since the 1980s, those hopes have retreated, and investors are grappling with what this new inflationary environment means for portfolios and investments. Deglobalization, disruptions in supply chains, transition in energy and technology, and a Europe moving away from Russian energy are some of the themes affecting prices of goods and services. Coupled with central banks also increasing rates, the need to be selective in geographies and markets when making investment decisions has become even more paramount.
Several recent reports provide insight into infrastructure’s potential to help investors navigate this new market environment.
Pathway Capital Management notes in Infrastructure investing in an inflationary environment, certain infrastructure investments not only can help k