Coronavirus has impacted every sector of the share market, but some stand to benefit where others have struggled. Following our interview with Andrew Greenup on the overall impacts of the pandemic on the asset class, we deep dive into how two listed infrastructure assets - towers and airports - compare for long-term investors with Edmund Leung.
He will cover:
- The growth opportunity for towers in a world of increasing data usage - and why despite this explosive growth we won’t see revenues increase in the short term.
- High quality assets sold off along with the bad companies at the height of March’s volatility. Where are the opportunities? And which airports are likely to lead the recovery in travel?
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