Decades of underinvestment have created significant demand for infrastructure development and construction. The private sector will be at the heart of these efforts, creating exciting opportunities for investors.
Bridges, wind turbines, power grids, telecom towers, transport facilities – infrastructure is the engine driving the global economy. After years of neglect, governments around the world are waking up to the reality that large-scale spending on modern public infrastructure is crucial to maintain growth.
On top, new mobility, digitalization, and primarily the climate crisis are major challenges that will shape the coming decades. Radical action is necessary to achieve climate goals, and to reach the 1.5° C target by 2050 clean energy financing must rise substantially.
In acting to address these trends, public authorities are creating strategic opportunities for equity investments in the infrastructure sector.
The long-standing global infrastructure investment gap is finally being tackled by governments around the world, and spending on critical public infrastructure projects is taking off. Additionally, new technologies – communications, electric vehicles – and new challenges – climate change, urbanization – create immense demand for new investment. The Inflation Reduction Act in the US and the RePowerEU program proposed by the European Commission represent ambitious legislative measures that we believe will have a profound impact on all industries over the next decade and beyond, accelerating the transition to renewables and hydrogen.
The private sector will play a crucial role not only in operating infrastructure assets like highways, power plants, and data centers, but also in improving inclusivity in projects and supporting green initiatives vital to continued sustainable growth. At the same time, contracts with public authorities frequently link tariffs to consumer price indices or include automatic rate increases, making infrastructure operators more resilient to inflation. The private sector will be at the heart of these efforts, creating exciting opportunities for investors in the companies positioned to benefit.
The Credit Suisse (Lux) Infrastructure Equity Fund offers access to a curated universe of pure-play infrastructure1 company stocks and adds value through a dedicated investment process, including top-down sector allocation2 and rigorous bottom-up fundamental analysis3. The investment universe encompasses companies that provide the facilities and services necessary to maintain and develop modern infrastructure, and also includes companies supplying infrastructure-related products and services.
The strategy tends to have a bias toward underlying sectors such as utilities, midstream energy, communication, and transportation, which results in a lower beta4 versus the broad equity markets.
The fund applies exclusions and integrates ESG5 considerations into the investment process following the principles of the Credit Suisse Sustainable Investment Framework.
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