Energy Infrastructure Partners’ Post

Inflation mitigation- the tongue twister investors should be thinking about. 🤔 Sadly, 100% inflation-proof investments don’t exist. However, some sectors have proved a degree of resilience over time: 📊 Asset-Based Lending 📊 Non-Traditional Infrastructure (Renewable energy, cell towers, etc.) 📊 Real Estate 📊 Traditional Infrastructure (Toll roads, airports, etc.) These sectors often remain steady because their revenues adjust during inflation or because they can maintain a constant value in difficult market times. Learn about more inflation investing here: https://hubs.ly/Q02nsz7y0

We take a closer look at the sector outlook for Global Listed Infrastructure, and why the mix of inflation-linked income and structural growth may prove attractive to investors in the years ahead: https://lnkd.in/erQBAxdq

In recent times, we have witnessed a steady rise in interest rates, which has sparked concerns regarding the potential ramifications for capital bond improvement programs. Click to read more about rising interest rates and their impact on capital bond improvement programs!

The growing need for upgraded infrastructure around the globe creates ample opportunities for private capital to help close the funding gap. Private infrastructure investments can offer diversification, stable income, downside risk protection, and inflation hedging, making them a resilient option across various economic conditions. Read more about the private infrastructure asset class, including its historical performance, opportunities, and risk considerations, in our recent insight: https://lnkd.in/gNFA8q4R #wealthmanagement #privateequity #privatemarkets #RIAs Disclosures: https://lnkd.in/gfGBKFyH

We view pockets of weakness in certain high yield sectors, like communications and transportation, as idiosyncratic and not as a significant risk to the broader asset class. However, security selection is becoming increasingly important. We think allocations to less stressed sectors, like energy, financials, and basic industry, offer attractive carry opportunities with lower default risk: https://bit.ly/3LsMvWU

We view pockets of weakness in certain high yield sectors, like communications and transportation, as idiosyncratic and not as a significant risk to the broader asset class. However, security selection is becoming increasingly important. We think allocations to less stressed sectors, like energy, financials, and basic industry, offer attractive carry opportunities with lower default risk: https://bit.ly/3LsMvWU

What does the current interest rate environment mean for your asset allocation? As measured relative to the named sector indices, the potential for significant returns in times of declining interest rates, combined with limited downside risk and diversification benefits, may make Investment Grade and Municipal bonds an attractive allocation. Read more.

Real assets are naturally cyclical – every downturn carries with it the seed of the recovery. This downturn has been somewhat special as capital values have not suffered due to a weak economy or an oversupply but a shift in interest rates. However, the fundamentals of the coming recovery are there. Read more in our insights into #PrivateMarkets! https://bit.ly/3KYAZlS #RealEstate #PrivateEquity #PrivateCredit #Infrastructure #Alternatives #Foodandagriculture #AssetManagement #ShareUBS

Watch my latest ALINE WEALTH Market Road map where I dive into: -The 3 D's: 1. Deglobalization 2. Decarbonization 3. Deficit Spending -Market Internals: Housing Sector, Valuations, S&P PE Ratio -Opportunities: Energy, European Stock, Water https://lnkd.in/g5jPrehu #marketconditions #theeconomy #inflation #debt

2 Incredible Years of Inflation Reduction Act! As a result, we have witnessed historic number of domestic projects, jobs creation and emissions reduction across the U.S. Check out the AJW, Inc. Funding Tracker for current funding opportunities : https://lnkd.in/egDSZut8 #cleanenergy #enerytransition #decarbonization