117. Infrastructure Investing, the consolidation
Redefining Energy
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Factors Driving the Consolidation of the Infrastructure Investing Sector
This chapter discusses the factors driving the consolidation of the infrastructure investing sector, with a focus on the impact of interest rates. The speakers explore various areas of infrastructure investing, including renewable energy, oil pipelines, ports, airports, and motorways, and explain the emergence of large funds in the absence of sufficient public funding. They also compare the scale of infrastructure investing to venture capital investing and highlight the influence of interest rates on economic performance.
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