Infrastructure investors, by the very nature of the assets they own and manage, take a long-term view of the world. Roads, bridges, airports and other infrastructure have lifecycles of 40, 50 or 100 years and so a long-view is required.
But today’s investing environment contains several trends that challenge infrastructure assets in ways that are probably new to most infrastructure investors.
As part of its annual strategy review, QIC Global Infrastructure identified and analyzed the five mega-trends it believes will have the most impact on infrastructure assets over the long term, and published the results in Reimagining Infrastructure Amid Transformative Change:
1. Resources: getting more from less
2. Digital disruption, enabling innovation
3. High public debt: a durable constraint on fiscal and policy options
4. The New Silk Road
5. Urbanization: the