Infrastructure is attracting renewed interest as shifts in technology, government policy and inflation expectations reshape the opportunity set.
Michael Zeuner, managing partner, and Matt Farrell, deputy CIO of WE Family Offices, examine how investments tied to real assets like energy networks, transportation and data centers can fit into a broader investment plan.
Discussion points include:
- How long-term contracts and inflation-linked revenue streams position infrastructure assets differently than traditional equities
- The influence of AI-driven energy demand and government spending initiatives
- Why selecting specialized managers and maintaining asset diversification matter
- Trade-offs between public and private infrastructure strategies
- Risks investors need to weigh, including interest rate sensitivity and market crowding
Michael and Matt outline a disciplined approach to evaluating infrastructure opportunities while managing potential challenges.
If you’d like to talk about how infrastructure could play a role in your portfolio, we welcome the opportunity to talk more with you, contact us here.
Important Information:
The Wealth Enterprise Briefing contains our current opinions and commentary, which are subject to change without notice. The Briefing is distributed for informational and educational purposes only and does not consider the specific investment objective, financial situation, or particular needs of any recipient. Information contained herein has been obtained from sources we believe to be reliable, but we do not guarantee its completeness or accuracy. The information in the Briefing is not a recommendation of any security, and should not be relied upon as investment, legal or tax advice. Please consult with your investment, legal and tax advisors regarding any implications of the information presented in this presentation.
