The vital importance of infrastructureInfrastructure is a particularly attractive market for institutional investors. Covering 29 companies in Europe, our dedicated Infrastructure Research analysts are experts in the sector, delivering superior analysis. Their razor-sharp insights enable investors to make well-informed decisions to invest in the infrastructure market, and ensure that operators are better equipped to anticipate market trends.
Opportunity for private investorsGiven the lack of a fiscal union and the sovereign debt of individual countries, the funding gap to upgrade or build infrastructure should, in our view, mainly be filled by private investors (listed and non-listed). We believe that listed infrastructure will play an increasingly important role in portfolios. As it has generated superior returns over the past fifteen years, we believe that it significantly improves the efficient frontier, and offers a liquid and diversified alternative to direct investments.
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