SIMS - It All Rests On Infrastructure
2024-06-03 10:51:00 ET
Summary
- We see the asset class underpinning several key growth megatrends, but also the return of “big government” and its pursuit of security and protectionism.
- Infrastructure has provided the essential building blocks of an industrial economy for 200 years, but is also exposed to the most notable investment themes of our age.
- Infrastructure in almost all its forms is positively exposed to one of the key political and economic themes of our time.
By Shannon L. Saccocia, CFA
We see the asset class underpinning several key growth megatrends, but also the return of “big government” and its pursuit of security and protectionism....
It All Rests On Infrastructure