Investing in infrastructure

Solid business results and economic stimulus packages are creating exciting opportunities in infrastructure

While private equity and bond investors have had a clear understanding of infrastructure as an asset class for some years now, infrastructure is still a relatively new topic for equity investors. The relatively stable business results of many infrastructure firms and the extensive packages of economic stimuli, totalling more than $1,700bn to date around the world, should encourage investors to remain on the lookout for suitable investment ideas within this sector. With regard to the general definition of the infrastructure universe from an equity investor’s perspective, we believe it mak...