Infrastructure assets: Where to invest when airports, ports and toll roads are suffering

Phil Kent of Gravis Partners

Phil Kent of Gravis Partners

The infrastructure sector is seen, with good reason, as a solid alternative asset class with which to diversify an investment portfolio.

Investors have been attracted by its reputation as a sector which is largely uncorrelated to movements in wider equity and bond markets, as well as the appeal of supporting vital projects needed by society. However, not all infrastructure investments are created equal.  During periods of significant uncertainty, in which global demand growth is likely to be impacted, it is critical to understand how an infrastructure asset generates income. How investors can benefit from infrastructure spending Infrastructure assets where the income is linked to the asset's availability for use (re...

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