Opportunities in Infrastructure

5 min read 8 Feb 21

Summary: Infrastructure’s attraction as a source of reliable cashflows is widely accepted, with the listed sphere providing a liquid avenue to access the long-term revenues generated by society’s critical assets. At M&G, we strongly believe that listed infrastructure offers more than defensiveness, liquidity and inflation protection. The asset class is at a tipping point. Infrastructure is on the cusp of a major growth trajectory as a beneficiary of fiscal stimulus, as well as powerful structural trends, such as renewable energy, clean transport and digital connectivity, which will drive significant and sustainable growth for decades to come. To hear more from Alex Araujo on these long-term global themes, and where he sees opportunities in the infrastructure landscape, catch up on M&G’s presentation at this year’s Joint Investor Forum.

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