RESEARCH

Infrastructure on the Defensive

The unwinding of several high profile infrastructure funds in the recent past has prompted questions as to the performance of infrastructure assets/investments and the impact of the current credit markets, on the outlook for the sector.

Mercer remains positive on the long-term fundamentals for the infrastructure sector, especially in the emerging markets. Moreover, we believe that the credit crunch will likely provide the catalyst for differentiating between the capable and less capable managers.

This article examines the performance of infrastructure in the context of the state of today’s credit markets.

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