Infrastructure stocks benefit from mega trends

infrastructure projects

Companies such as energy suppliers or telecommunications companies are considered crisis-resistant.

Frankfurt. For years they led a niche existence on the stock exchange, but last year they became the focus of investors: infrastructure stocks. Because companies such as energy suppliers or telecommunications companies are considered to be crisis-resistant: even in the greatest need, consumers do not go without electricity, telephone or the Internet.

But the strong performance of infrastructure stocks will not be limited to just the past year, predict experts such as Johannes Maier, portfolio manager global infrastructure stocks at Bantleon, and Shane Hurst, infrastructure specialist at Clearbridge Investments in Sydney. They believe that companies should benefit from several megatrends in the coming decades.

Read below how high inflation, the energy and transport transition and digitalization are affecting companies and which stocks the experts see as opportunities.

Read on now

Get access to this and every other article in the

Web and in our app free of charge for 4 weeks.

Continue

Read on now

Get access to this and every other article in the

Web and in our app free of charge for 4 weeks.

Continue

source site-18