Global Listed Infrastructure Portfolio Manager Edmund Leung investigates the structural trends and disruption impacting infrastructure in Europe and the US.
Following a research trip to Europe and the US, Portfolio Manager Edmund Leung looks at the structural trends and disruption impacting infrastructure investments. His key observations include;
- US utility investment opportunities remain abundant, driven by modernisation, electric vehicles and economic wind generation.
- Consumer media consumption habits are changing, causing upheaval in legacy distribution models and reinforcing that the future lies in wireless infrastructure.
- 5G wireless networks are coming soon; we look through the hype at the potential consequences for mobile towers.