Investment Perspectives
Private Infrastructure 2.0 and the S Factor
August 30, 2022 25 Minute Read Time
Global infrastructure, and in particular modern sustainable Infrastructure 2.0, has a track record of delivering attractive risk-adjusted returns for investors and plays a critical role in tackling climate change.
Less trumpeted, but no less important, is the role global infrastructure plays in driving positive social change – roads connecting poor neighborhoods with areas offering ample employment opportunities; broadband enabling access to online learning. The asset class not only provides investors with an opportunity to capture stable, predictable and inflation-protected returns over the long term, but also the chance to invest in social change.
Less trumpeted, but no less important, is the role global infrastructure plays in driving positive social change – roads connecting poor neighborhoods with areas offering ample employment opportunities; broadband enabling access to online learning. The asset class not only provides investors with an opportunity to capture stable, predictable and inflation-protected returns over the long term, but also the chance to invest in social change.
In this perspective on Infrastructure we examine the following -
- What makes infrastructure an asset?
- Infrastructure assets are rapidly changing and being digitalized
- Global case studies on how infrastructure drives environmental and social impact
- Water infrastructure and social change
- Correlations between infrastructure and ESG