Top infrastructure trends for 2020

Many investors appreciate the unique benefits of infrastructure investing, from long-term cash-flow generation to the potential for inflation protection. In this new thought leadership paper we focus on three key themes in Europe and North America. The aim. To help investors navigate their portfolio allocation decisions.

Key highlights

Climate change and sustainability

Global consumer-based movement to reduce carbon emissions. Corporations and governments now responding with green policies.

Next wave of investments

Wave of new green investments In Europe more than just renewables. Next wave of investment will come in battery storage, EV charging and smart grid solutions.

Telecommunication investments continue to be attractive

Debt and equity investors made over USD 80 billion of investment into telecommunication infrastructure since 2018 driven by the rapid growth in data.

We detail how these trends are playing out across different regions, against the backdrop of rising global economic uncertainty, a more assertive climate change movement, and an upcoming US presidential election.

If you would like to discuss any topics in this paper please get in touch

Canada Asset Management

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