Infrastructure investing: a haven of stable growth amid market turmoil

From booming construction in emerging markets to the digital and green transitions, the infrastructure sector offers a compelling blend of security, returns and long-term opportunities, says Matthew Partridge

Sustainable infrastructure data pie chart
(Image credit: Getty Images)

Investors have navigated a period of turbulence in recent months. While global markets have largely recovered from Donald Trump-induced volatility, significant uncertainty persists. For those seeking a safer yet rewarding home for their capital with potential upside, infrastructure warrants consideration. It is considered by many to be a “shock absorber when wider markets turn volatile”, says Steven Kibbel, financial planner and chief editorial adviser at Gold IRA Companies. Moreover, the sector benefits from “strong fundamentals”, and listed companies and funds appear attractively valued, both historically and relative to global equities, says Emily Foshag, manager of the Principal Asset Management Global Listed Infrastructure Fund.

Emerging markets power demand for infrastructure

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Dr Matthew Partridge
Shares editor, MoneyWeek

Matthew graduated from the University of Durham in 2004; he then gained an MSc, followed by a PhD at the London School of Economics.

He has previously written for a wide range of publications, including the Guardian and the Economist, and also helped to run a newsletter on terrorism. He has spent time at Lehman Brothers, Citigroup and the consultancy Lombard Street Research.

Matthew is the author of Superinvestors: Lessons from the greatest investors in history, published by Harriman House, which has been translated into several languages. His second book, Investing Explained: The Accessible Guide to Building an Investment Portfolio, is published by Kogan Page.

As senior writer, he writes the shares and politics & economics pages, as well as weekly Blowing It and Great Frauds in History columns He also writes a fortnightly reviews page and trading tips, as well as regular cover stories and multi-page investment focus features.

Follow Matthew on Twitter: @DrMatthewPartri