The latest instalment of our Infrastructure Travel Diary comes from Edmund Leung, Portfolio Manager of Global Listed Infrastructure team, who recently spent two weeks in Europe and the US where he met with infrastructure companies to discuss utility investment plans and investigate the underlying trends in the communications infrastructure sector.

The latest instalment of our Infrastructure Travel Diary comes from Edmund Leung, Portfolio Manager of Global Listed Infrastructure team, who recently spent two weeks in Europe and the US where he met with infrastructure companies to discuss utility investment plans and investigate the underlying trends in the communications infrastructure sector.

• US utility investment opportunities remain abundant, driven by modernisation, electric vehicles and economic wind generation.

• Consumer media consumption habits are changing, causing upheaval in legacy distribution models and reinforcing that the future lies in wireless infrastructure.

• 5G wireless networks are coming soon; we look through the hype at the potential consequences for mobile towers.

 

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