Riding the infrastructure wave: Potential growth beyond the inflationary boom

With the infrastructure sector poised for growth after a tumultuous period caused by the pandemic and subsequent inflationary boom, which areas could offer investment opportunities?

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While risks related to economic factors require careful monitoring, the outlook for infrastructure investment remains positive, fuelled by valuation potential, persistent inflation and growth drivers such as energy transition and technological advances, according to Ausbil experts.

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Tim Humphreys
Head of Global Listed Infrastructure at Ausbil
Sectors such as regulated water utilities, electric utilities and mobile phone towers offer upside potential comparable to that seen during the pandemic

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