
This report, authored by UBS Asset Management’s Infrastructure Strategy team, examines how President Trump’s first 100 days and his bold policy shifts shape infrastructure investing. Despite short-term turbulence, infrastructure remains a defensive, inflation-hedging asset class with strong long-term prospects.
Key Insights:
While short-term risks persist, diversified infrastructure portfolios are poised to benefit from inflation protection, secular trends (AI, reshoring), and monopolistic pricing power. Discover where the smart capital is flowing.