LGBR Capital LLP reposted this
Four major themes are driving both capital and investor demand into the listed infrastructure asset class - demographics, decarbonisation, digitalisation, and deglobalisation. In our recent interview with Brad Frishberg, Head of Global Listed Infrastructure at Macquarie Asset Management, he explores these themes and the sectors that stand to benefit. Including, energy generation powering the AI boom, regulated utilities supporting changing population densities, and multiple forms of power generation (such as wind, solar, gas) as the world adapts its energy mix. Watch the video: https://lnkd.in/epnu2nB6 #globalinfrastructure #macquarieassetmanagement #ai #investmentmanagement
