The energy transition is a driver that benefits companies that are involved in infrastructure expansion. Funds benefit from this in turn.
(Photo: dpa)
Cologne Major investments in infrastructure are pending worldwide. Not only roads, bridges or railway lines have to be built or modernized. The transformation of economies away from fossil fuels towards renewable energies leads to an immense need for investment, says Philippe Benaroya, Managing Partner and CEO at investment house Infranity: “The energy revolution has really begun.”
It can therefore make sense for private investors to invest in companies that are benefiting from this development. “Portfolios with a higher proportion of infrastructure perform better than others,” says Benaroya. The spectrum here ranges from energy suppliers and producers of telephone masts to providers of social infrastructure.
In addition to direct investment in shares of listed infrastructure companies, actively managed equity funds and exchange-traded ETFs are also available. The investment concepts differ greatly in some cases.
M&G Global Listed Infrastructure Fund
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