Viktor Kozel Alex Leung

Alex Leung talks to Viktor Kozel on where the sweet spots for infrastructure debt lie, how it compares to equity or corporate bonds, and which of the secular tailwinds are impacting the market.

Don't miss out: webinar highlights

  • Infrastructure debt fundraising in comparison to equity
  • Investor surveys indicate that infrastructure debt is one of the top strategies
  • The fundamentals create an attractive long-term investing journey
  • Tailwinds from the 4Ds (decarbonization, digitalization, deglobalization and demographic change)
  • The importance of diversification across sub sectors
  • How sustainability could be addressed

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About the authors
  • Alex Leung

    Head of Infrastructure Research & Strategy

    Years of investment industry experience: 17

    Alex Leung is the Head of Infrastructure Research & Strategy, which forms part of Real Estate & Private Markets within UBS Asset Management (UBS-AM).

    Alex joined UBS-AM in April 2018. In his current role, he conducts macro and fundamental research on the infrastructure markets, identifies investment opportunities, and develops new investment strategies. Alex is a member of the Investment Committee of UBS’s infrastructure equity and energy storage strategies.

    Prior to joining UBS-AM, Alex was a Vice President at Sanford C. Bernstein, a boutique sell-side equity research firm. During his eight years there, he held various positions within the research and trading departments in Hong Kong and New York, covering the global energy, utilities, and industrial sectors.

    Alex holds Series 7 and Series 63 licenses.

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  • Viktor Kozel

    Head of Infrastructure Debt EMEA

    Years of investment industry expertise: 18

    Viktor is a member of Infrastructure Debt, a business which forms part of Real Estate & Private Markets within UBS Asset Management. He is based in London and is responsible for capital raising, deal sourcing, analysis & execution of investment opportunities and asset management. Viktor joined UBS Asset Management in October 2018.

    View full profile

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