{
  "id": 995156,
  "title": "UBS lists 4 reasons why it may be a good time to look at infrastructure now",
  "url": "https://urgent.news/2026/08/15/ubs-lists-4-reasons-why-it-may-be-a-good-time-to-look-at",
  "topic": "finance",
  "section": "Finance & Markets",
  "published": "2026-08-15T08:16:29.000Z",
  "source": {
    "name": "Investing.com",
    "slug": "investing-com",
    "url": "https://www.investing.com/news/stock-market-news/ubs-lists-4-reasons-why-it-may-be-a-good-time-to-look-at-infrastructure-now-4861756"
  },
  "original_language": "en",
  "account": null,
  "summary": "UBS has identified four key reasons why infrastructure investments may be a prudent consideration for investors currently. Firstly, the asset class is expected to benefit from structural spending trends driven by factors such as population growth, AI advancements, supply-chain realignment, energy security, and the transition toward net-zero emissions, potentially resulting in over $100 trillion in cumulative investment by 2040. Secondly, many infrastructure assets generate stable and inflation-linked cash flows, which could provide a buffer against potential economic slowdowns and persistent inflation resulting from geopolitical tensions, US political uncertainty, or setbacks in AI investment. Thirdly, infrastructure-linked assets have demonstrated solid historical returns, with a 10.9% return in 2025 and an average annual return of 10.8% during the previous decade. Lastly, infrastructure investments can offer portfolio diversification, with its correlation to a traditional portfolio of stocks and bonds declining to around 30% in recent years, and its low correlation with gold making it a complementary allocation. UBS currently recommends core and core-plus infrastructure investments in non-cyclical sectors, such as utilities, toll roads, pipelines, and social infrastructure, which can provide more predictable, inflation-protected income compared to development-stage projects. However, investors should be aware of potential risks, including illiquidity, leverage, defaults, political intervention, regulatory changes, and sector or regional concentration.",
  "key_points": [],
  "editors_take": null,
  "illustration": null,
  "coverage": {
    "outlets": 1,
    "also_reported_by": []
  },
  "ai_generated": true,
  "disclaimer": "Summaries, key points and the editor’s take are written by software from other outlets’ reporting and may contain errors — always check the linked original."
}