The question for infrastructure investors going forward is how to identify predictable revenues in a world where international shippers and their supply chain may reconfigure their networks in order to respond to tariffs and other policy changes.
In a sponsored report published in the September issue of Institutional Investing in Infrastructure (i3), John Ma, partner and co-head of North America at Igneo Infrastructure Partners, looks at a couple possible answers to this question focusing on short-line rail and private aviation opportunities.
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