Infrastructure
Next-Generation Infrastructure Investing
Podcast
Dec 01, 2020
Technological innovation and consumer demands are driving the next wave of infrastructure investment with over $69 trillion of spending1 required through 2035.
Listen to our podcast, hosted by Rob Bellinski, CFA, senior infrastructure analyst and product specialist with our infrastructure equities team. Rob discusses forward-looking themes across energy, communications and transport sectors that are creating opportunities for investors, while answering these key questions:
- How do we define the infrastructure investment universe?
- How is the renewables revolution impacting worldwide production and consumption of energy?
- How are communication towers poised to benefit from the exponential increase in mobile data?
- What are the innovative solutions addressing urban congestion and how could they benefit all drivers?
- How are companies exploiting these trends?
- How can investors capitalize on these themes in a single portfolio?
Our informed perspective on the next generation of infrastructure investing is based on our expertise in the asset class. Brookfield is one of the world’s largest owners and operators of infrastructure and renewables and has been investing in infrastructure equities for almost 15 years.
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1Source: McKinsey Global Institute; Bridging the Global Infrastructure Gap, as of October 2017.