Real Assets

Filter posts by category

News, Real Assets

Moving up the curve: The changing investor playbook in infrastructure

Payal Vasa, Manager, Real Assets, Lonsec While infrastructure itself is evolving as an asset class, we also note a change in investor behaviour. In the past, investors largely focused on core infrastructure: assets like toll roads and regulated utilities that provided steady, predictable income. However, strong demand for these assets has pushed valuations higher and […]

Moving up the curve: The changing investor playbook in infrastructure Read More »

News, Real Assets

Infrastructure: From defensive allocation to structural growth

Payal Vasa, Manager, Real Assets, Lonsec Infrastructure has typically been used as a defensive part of portfolios, mainly for income and diversification. While that hasn’t changed, the role it plays is starting to broaden. It is now also being looked at as a source of growth, supported by a few clear long-term trends. Digitalisation At

Infrastructure: From defensive allocation to structural growth Read More »

Scroll to Top