

UBS's Alex Leung talks 2024 infrastructure outlook.
Feb 16, 2024
UBS Asset Management’s head of infrastructure research and strategy, Alex Leung, discusses the 2024 Infrastructure Outlook. Topics include investor enthusiasm, impact of elections on renewable energy, and the compounding effect on infrastructure activity. Emphasis on long-term trends, resilience of infrastructure sector, and the demand for cleaner energy amidst political uncertainty.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 3min
Discussion on 2024 Infrastructure Outlook and Market Resilience
02:50 • 3min
Analyzing the Impact of Economic Indicators on Infrastructure Investments
06:07 • 2min
Resilience and Opportunities in Infrastructure Sector
08:18 • 6min
Examining Political Uncertainty and Clean Energy Resilience
14:02 • 4min