Faced with ongoing global uncertainty, Markus Hottenrott of Morgan Stanley Infrastructure Partners has discussed the importance of focusing on long-term value in infrastructure investment. He highlighted the need for investors to be discerning about assets that depend significantly on subsidies, economic regulation, or government contracts.
"In an environment of persistent political volatility, infrastructure investors may need to be selective about assets that rely heavily on subsidies, economic regulation or governments as counterparties," said Hottenrott.
Morgan Stanley Infrastructure Partners invests mainly in a variety of infrastructure assets located in countries that are part of the Organisation for Economic Co-operation and Development (OECD). The firm aims to create value by actively managing these assets and making operational improvements.
The company emphasized that its approach is informed by current market conditions and that past performance does not guarantee future results. The information shared reflects the views of the author or investment team at the time of preparation and may change without notice due to shifts in market or economic circumstances. These views do not necessarily represent those of all employees within Morgan Stanley Investment Management or its affiliates.
Morgan Stanley noted that this material is intended only for informational purposes and should not be considered financial advice or a recommendation to buy or sell any security. The company encourages investors to seek independent legal and financial advice before making any investment decisions.