Asset AllocatorOct 24 2024

Why are allocators so bullish on infrastructure?

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Why are allocators so bullish on infrastructure?
Interest rate cuts have had a fairly instant impact in changing the collective sentiment of allocators towards infrastructure (Chris Ratcliffe/Bloomberg)
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Whether you're for or against it, the saga of HS2 has not necessarily shown British infrastructure investment at its best, but this quarter it seems allocators are particularly bullish about the asset class.

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