Goldman Sachs Exchanges Beyond roads, bridges, and tunnels: the megatrends shaping infrastructure investments
5 snips
Feb 28, 2024 Explore how climate change, artificial intelligence, shifting supply chains, and population growth are shaping infrastructure investments. Learn about the evolution of the asset class, essential characteristics, drivers of investments, capital allocation strategies, post-pandemic trends and risks, and navigating geopolitical risks in investments.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 3min
Characteristics and Drivers of Infrastructure Investments
02:56 • 4min
Infrastructure Investment and Capital Allocation Strategies
07:10 • 12min
Trends and Risks Impacting Infrastructure Investments Post-Pandemic
18:44 • 2min
Navigating Geopolitical Risks in Infrastructure Investments
21:00 • 3min