Equity | Investment Insight
December 01, 2023

Infrastructure Investing: A Resilient Alternative in Times of High Inflation and Rates

Infrastructure Investing: A Resilient Alternative in Times of High Inflation and Rates

About the Author

David Cohen

Partner

About the Author

David Cohen

Partner

David Cohen | Partner, Infrastructure Team
Andrew Kirby | Partner, Infrastructure Team
Abhishek Gupta | Principal, Infrastructure Team

In an environment characterized by stubbornly high inflation and elevated interest rates, private infrastructure has displayed remarkable resilience. In this paper, we illustrate why innate traits like inflation protection, recent US government policy, and game-changing innovations in AI make us bullish about infrastructure’s long-term prospects.

The information herein is provided for educational purposes only and should not be construed as financial or investment advice, nor should any information in this document be relied on when making an investment decision. Opinions and views expressed reflect the current opinions and views of the authors and Apollo Analysts as of the date hereof and are subject to change. Please see the end of this document for important disclosure information.

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