Inflation – last year 2.7% in Europe – creeping up may not have kept you awake last year as the market believed it was transitory. Now it's 8.1% ; as an investor it’s a concern that we can’t ignore.
As investors we’re looking for inflation protection.
Infra is mentioned as providing inflation protection, but let’s dig into that – we can see it doing well while the inflation concerns are here – one of the few strategies up while the market is down.
In this podcast we will tackle the question: how inflation proof is Infrastructure really and where do we, as investors, need to look out for?