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164: Infrastructure: From Niche to Mainstream Asset Class - With Luba Nikulina, CSO of IFM Investors

Money Maze Podcast

CHAPTER

Investment Moats in Infrastructure

This chapter explores the concept of investment moats, focusing on the resilience of infrastructure assets against external challenges, such as pandemics. It discusses the evolution of these assets, including digital infrastructures like data centers, and emphasizes the importance of effective management and sustainability in generating returns. The chapter also highlights the increasing societal need for infrastructure driven by technological advancements and the transition to a net-zero carbon future.

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