Staff Writer

The local markets segment of transport boasts a rich vein of assets that are uncorrelated to the vagaries of global trade and GDP, believe Morgan Stanley Infrastructure Partners’ Jaya Viswanadha, Tim Cooper and Daniel Sailors.

Circumstances are ripe for ramping up aviation leasing services, say Basalt Infrastructure Partners’ John Hanna, Unilode’s Ross Marino and Fortbrand’s Jared Verano.

Competition for transport infrastructure assets can be intense, but North America still offers attractive long-term opportunities, says Fengate’s Darcy Wilson.

Specialised maritime services appeal to investors, backed by capital intensity, long-term contracted revenues, inflation linkage and downside protection, say InfraVia Capital Partners’ Aymar de Tracy and LD Armateurs’ Samira Draoua.

Implementing an active management strategy, being a responsible partner to key stakeholders and an increasing use of innovative digital tools are key to unlocking the next phase of growth in core transport infrastructure, says IFM’s Aaron McGovern.

The sector is attractive for infrastructure investors in North America, say Ardian’s Leonarda Orani and Stefano Mion.

Demographic and onshoring trends are creating compelling investment propositions in North American infrastructure, say Ridgewood Infrastructure’s Michael Albrecht and Ross Posner.

Policy support may be waning, but fundamental economics are driving appetite for the energy transition regardless, says Quinbrook’s Giulia Siccardo.

Macroeconomic turbulence and deglobalisation trends have increased uncertainty, but opportunities abound if infrastructure investors can hold their nerve, says Astatine Investment Partners’ Jim Metcalfe.