- Interest rates remain near rock bottom and real interest rates will likely remain negative for the foreseeable future.
- Aging demographics in developed economies will force pension funds and retirees to get creative in their search for reliable income.
- Meanwhile, strong growth in developing markets will drive strong demand for new infrastructure and developed markets will need to replace obsolete infrastructure.
- The need to pay down sovereign debt will lead to the privatization of many existing and future infrastructure assets.
- All of these trends paint a bullish picture for infrastructure.
For further details see:
Buying Infrastructure Hand Over Fist