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You like to lay pipe.
one of the fastest-growing assets right now (especially due COVID), lots of investment opportunities as we have realized that our current digital infrastructure is outdated, energy infrastructure (renewables) also top of mind
size matters, in infra you deal with the biggest stuff
that being said, Green Infra is the future (take a look at what happened to SF this week) - tons of growth and investments ahead
What are you referring to?
bump
In the United States, infrastructure is largely (but not exclusively) driven through public private partnerships (P3s). Infrastructure, which is, depending on the vertical, a cashflow generating asset for anywhere between 15-75 years is subject to the whims of election cycles which happen up to, but usually less than, every 6 years. This means there is a myopic focus for politicians. This mindset does not often lend itself to be a suitable environment to infrastructure investing; ie: strong regulations for 8 years then strong de-regulation for 8 years.
Infrastructure investing is great to me for two reasons:
1) You're investing into a well-known, de-risked (with the proper understanding and steps), macro-economically influenced strategy of investing. The best players are consistently able to deliver excellent risk-adjusted returns.
2) You're helping your community/county/state/country in a way that outlasts lifetimes. Not to get too preachy, but you are investing in a strategy that delivers excellent private returns, but also ends up being a net public benefit.
It's hard to make that case in many different strategies ie: buyout firms stripping down companies, firing workers, and making them more efficient. I agree that, over the long-term, the company being made more efficient is a net social benefit, but it is tough to make that case at the outset when it begins by laying off thousands of workers.
Really interesting, thanks. By any chance, do you know about the infra landscape in Europe?
No, I do not. Won't be of much help addressing overall themes either since a lot of infrastructure investment is influenced by public policy, taxes/tax benefits, etc. Those are different in the USA and Europe.
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