Increasingly sophisticated investors are tending to build portfolios based on a theme strategy, rather than a more traditional diversified portfolio, asserts Tommaso Albanese, head and CIO of the Direct Infrastructure Business at UBS Asset Management, in a sponsored interview published in the September issue of Institutional Investing in Infrastructure. Investment themes that are particularly appealing in the current economy, according to Albanese, are the green-energy transition; digital and telecommunications; and transportation, including airports, ports and toll roads. To access a pdf of the Sponsored Section, click here.
