Patrick M. Liedtke, Chief Client Officer and Chief Economist at Infranity, presents the company’s perspective on the evolution of the infrastructure market in 2023.
In 2022, infrastructure investors experienced once again the resilience of their investments under duress as their assets exhibited significantly lower volatility during the most tumultuous periods. In 2023, a combination of strong economic demand, social convictions and political support will keep driving the fundamentals of infrastructure investments. Based on that we expect dealflow to remain strong for digital assets, transportation, assets related to energy transition and more generally assets providing greener and more sustainable solutions to society.