Digitalization The COVID-19 pandemic accelerated the adoption of remote work, education and healthcare with the popularization of HD video conferencing. The continued roll out of 5G, AI and internet-of-things (IoT) will increase demand for digital infrastructure. For infrastructure debt investors, digital infrastructure including towers, fiber and data centers are all attractive investments, given the demand...
Tag: Private markets
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Unlocking infrastructure opportunities | UBS Switzerland
During the low-interest phase of recent years, institutional investors have included alternative investments such as infrastructure in their portfolios because of the higher return potential. As a result of interest rate increases, the return outlook for traditional asset classes, especially fixed income, has improved and investors have more flexibility to achieve their financial goals. However,...
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Infrastructure Investor | UBS Switzerland
Where are the best opportunities? The overall European infrastructure debt market is now valued at around USD 130 billion. Something like 75 percent of the opportunities are in that mid-market space. Investors have a window to take share in that space from the banks that are withdrawing. This is where the opportunities are. Previously, the...
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Fundraising in infrastructure | UBS Switzerland
With infrastructure dry powder, there is a need to deploy capital In our industry, fundraising leads to deals, and deals lead to more fundraising. That mechanism, however, took a pause last year with 2023’s weak fundraising, which led to a slow year for deals. With more than USD 300 billion of infrastructure dry powder, there...