Infrastructure investments offer short, medium and long-term benefits for both investors and society.
We see infrastructure as a standout opportunity for investors, with the potential for spending on infrastructure to grow 6% per year for at least a decade. As an investment theme, infrastructure offers potential benefits in both the near term and over extended periods of time. What’s more, benefits accrue not only to investors, but also to the economy and society as a whole.
Infrastructure projects can benefit investors from kickoff to completion, and they can have lasting economic effects even decades later.
Warren Buffett’s 2018 Activist Investment
1 International Monetary Fund, World Economic Forum Study. Data as of 10/14.
2 McKinsey Global Institute, Bridging Global Infrastructure Gaps report. Data as of 06/16.
3 McKinsey Global Institute, Bridging Global Infrastructure Gaps report. Data as of 06/16.
Article by Columbia Threadneedle Investments