Infrastructure in the US today feels like the opening line of Charles Dickens’ A Tale of Two Cities: “It was the best of times, it was the worst of times”. Many segments of the US infrastructure market are working well while other segments suffer from chronic underinvestment. We believe that a large part of this disparity can be explained by differences in funding models and ownership structures. The global listed infrastructure asset class plays a large role in the US.
This paper looks at the ownership profiles of different US infrastructure segments and at the performance of those segments. It also discusses the ways that global listed infrastructure companies are providing solutions, and what impact President Trump may have on the sector.
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