From an investment perspective, infrastructure assets have many appealing characteristics. They provide investors with a solid yield and capital returns, underpinned by defensive and stable cash flows, as well as inflation protection and downside protection in negative markets. This paper from Whitehelm Capital is a climate change tryptic and is a must-read for the infrastructure investor.
Part one looks at why the climate change situation is so serious, and what role infrastructure can and must play in the transition to a more sustainable future.
Learn more here