Continued Momentum
In this Q&A, Orhan Sarayli explains that although infrastructure debt is not immune to the current market volatility, the powerful tailwinds driving demand are stronger than any economic or political cycle.
Demand for infrastructure debt remains strong across all sectors. While digital infrastructure and power dominate the headlines, even utilities require capital due to the growing shortfall between operating cashflow and capex needs.
Of course, the infrastructure asset class is not immune to interest rate movements. Nor is it insulated from the current volatility that is accompanying President Donald Trump’s policy decisions.
However, when Infrastructure Investor caught up recently with Orhan Sarayli, managing director and head of North America for Barings’ Global Infrastructure Group, to explore the state of infra debt, one of the key take aways from the discussion is that the powerful tailwinds that are driving demand for infrastructure are stronger than any short-term events.
