2019 Credit Outlook: Infrastructure
by
Thomas Jacquot | Jan 16, 2019
Given our overall macro view that 2019 is likely to see increased volatility and a rising probability of a severe correction, this Infrastrucutre sector will likely demonstrate much greater stability given the predictability of its cash flows, as well as its essentiality. This supports our Overweight outlook on the sector for the next 12 months.