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Join date: Oct 27, 2022
Posts (7)

May 11, 2023 ∙ 6 min
Core infrastructure: through its first cycle
Our young asset class is going through its first cycle in terms of interest rates, and proving itself. Nominal1 expected returns2 have...
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Mar 29, 2023 ∙ 6 min
Core infrastructure: keeping it real
As discussed previously1, core infrastructure has generally performed well in spite of the Covid-19 crisis and subsequent macroeconomic...
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Jul 31, 2022 ∙ 9 min
What to expect when you are expecting inflation, rising interest rates, recession
Inflation is at or close to 40-year highs across the OECD. In response, all major central banks have started to raise their policy rates....
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Serkan Bahçeci
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