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The View Beyond: Private infrastructure - Resilience & growth amidst volatility
Published 2 weeks, 4 days ago
Description
In an environment marked by higher inflation, geopolitical uncertainty and increased market volatility, private infrastructure is regaining focus as a resilient allocation.
In this episode of Moving Markets: The View Beyond, William Fong, Head of Alternatives Specialists Asia & Middle East at Julius Baer, speaks with Daniel McCormack, Head of Research at Macquarie Asset Management's Client Solutions Group, about the shifting global macro landscape and how private infrastructure can play a vital dual role in portfolios - providing resilience through inflation linkage and essential services, while positioning investors for long‑term growth driven by digitalisation, AI‑led data demand, the energy transition and evolving supply chains.
- (00:00) - Introduction
- (01:16) - The shifting global macro landscape
- (03:37) - Why private infrastructure matters in an age of volatility
- (04:45) - Infrastructure sub-sectors that look promising
- (06:40) - Macquarie's infrastructure origins
- (09:21) - Opportunities in debt investment
- (11:05) - Inflation-hedging properties of infrastructure
- (13:15) - Private vs public infrastructure
- (14:59) - Opportunities in the transport sector
- (17:22) - The inflationary impact of shifting supply chain dynamics
- (18:48) - Digitalisation, AI and data
- (20:23) - Is AI in a bubble?
- (23:29) - The growing energy demand
- (26:04) - Rising power prices and inflation
- (27:43) - Is it too late to get into infrastructure?
- (31:38) - Closing