Macrotrends such as shifts in demographics, environmental awareness, urbanization are transforming one of today’s most fundamental asset classes, infrastructure. Required for the operation of any society, infrastructure is providing investors with impressive returns along with opportunities to capture the benefits of these megatrends; infrastructure investment has consequently shown impressive growth in the past decade.
Investing has become more complicated over the last few years, and investment managers are stepping up to the plate. It’s not all about the money any more but also about the climate, human rights and diversity. ESG investing is consuming an ever larger share of the investment marketplace as today’s investors grapple with environmental, social and corporate-governance considerations alongside their goals of maximizing monetary returns.