Thought Leadership Research

On a monthly basis, Whitehelm publishes proprietary research on current macroeconomic or financial market issues, and addresses the potential implications and opportunities for clients as the issues relate to their investment portfolios

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Infrastructure's resilience in uncertain times

Infrastructure's resilience in uncertain times

May 2020

This month’s feature article revisits the defensive characteristics of infrastructure as an asset class, looks at how infrastructure has performed through the initial phase of the COVID-19 induced shock, how it has performed through previous exogenous shocks, and how recession risks are impacting the outlook for infrastructure.

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