Global Infrastructure
In addition to potential downside protection, diversification, and enhanced yields, the “essentiality” of infrastructure debt underscores its appeal throughout the economic cycle—but a clear strategy is crucial to identifying the best relative value.
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Infrastructure debt continues to grow in its appeal to investors, partly due to the range of potential benefits on offer—from an illiquidity premium over public markets to enhanced diversification, risk protection and asset-liability matching characteristics. The essential nature of infrastructure debt further strengthens its appeal throughout the ups and downs of the economic cycle.
In this roundtable, Pieter Welman discusses how the combination of megatrends, improved competitive dynamics, and attractive yield potential is shaping a compelling opportunity in infrastructure debt today.
In addition to infrastructure debt’s defensive nature, diversification benefits and potential to offer compelling risk-adjusted returns, infrastructure’s “essentiality” underscores its appeal throughout the economic cycle.
Orhan Sarayli, Head of North America on Barings' Global Infrastructure Debt team joins the podcast to discuss the evolving opportunity set in infrastructure debt, including who is buying the asset class today, and what trends may underpin its growth in the years to come.
Projects built through public-private partnerships to meet a social need like hospitals or public housing
Towers, fiber-optic cable networks and data centers
Solar, wind, hydro or conventional power generation
Oil and refined product storage (including non-energy)
Toll roads, ports or airports
Distribution and transmission assets
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Our dedicated infrastructure debt team harnesses the depth and breadth of a global platform to meet the needs of our clients. The team has invested over $18 billion since its inception in 2013.
