Pillar of society: mobile phone mast in Mecklenburg-Western Pomerania
Image: dpa
Investing in infrastructure can protect assets against inflation and crises. However, global conflicts and state intervention have created new risks for the sector. Which funds are suitable for private investors and what should be considered?
Dhe spectacular destruction of the Nord Stream 2 natural gas pipeline, the sabotage of the Deutsche Bahn radio network and China’s grab for the port of Hamburg have shown how important infrastructure is for the common good – and how sensitive many facilities are to attacks. At the same time, investments in infrastructure are attracting the attention of investors due to high inflation and the dangers to the economy. Because companies from the energy, transport, communication networks and health sectors are considered robust, especially in times of crisis, because their products and services are constantly needed.
In contrast to travel or luxury goods, customers can hardly do without electricity, water or medical care, even for a short time. As a result, providers of important infrastructure can keep their prices and sales stable even in difficult times. Some of these providers can even increase their prices in step with the inflation rate because this has been contractually agreed with the customers. Private investors can also try to profit by buying shares in infrastructure companies or shares in funds that specialize in infrastructure investments. What is it and what do you have to pay attention to?