The events of the past year have impacted the way people live, work, travel, shop, and communicate. Figuring out the extent of this paradigm shift, and where temporary changes become ingrained habits, is essential to fashioning investment theses. For infrastructure investors, flexing the definition and finding an angle to broaden the scope of the asset class in order to participate in sectors that are experiencing unprecedented growth post-Covid-19 has enabled a flurry of deals and new projects in telecom towers, data centres, fibre-optic networks, land and motor registries, healthcare and screening services, and other sectors ripe for digital transformation. In this discussion a panel of industry experts will review the opportunities.
- Which industries have benefited most from COVID-19-related disruption?
- Which sectors have the best prospects for capturing growth?
- Has digital transformation changed the definition of infrastructure?
- How do you measure the long-term risk and return profile?
- What type of skills are required to manage these assets?