JANA’s Infrastructure Research team recently completed a research trip to Europe and the US. Our objective was to explore several themes developing in the infrastructure space, including:
- Demand for infrastructure is at an all-time high despite infrastructure looking expensive, why is this so and what do we need to consider when investing in this market?
- Is Trump’s pro-infrastructure mandate likely to open the flood gates for private capital investment, including for Australian investors?
- What markets present the best opportunities for infrastructure investments?