What does the global economic downturn mean for infrastructure investing?

Five of nine indicators signalling a recession

The global economy is slowing down at an increasing speed. The International Monetary Fund projects real economic growth in advanced economies to slow down from 2.2% in 2018 to 1.9% in 2019 and 1.7% in 2020.

There are a number of recession indicators that have historically been used to signal a recession in the US. None of these indicators have a perfect track record, but if the majority are in danger territory, we should pay attention. EdenTree's Hepworth reduces fixed income exposure for infrastructure plays We have looked at nine different indicators that have historically been used to "predict" recessions in the US.  Recessions have typically happened when five or six of these indicators signalled a recession. Five of these nine are currently signalling a recession. Even duri...