Introduction
Infrastructure ETFs have faced significant challenges in 2023, experiencing a YTD net outflow of -$USD 382 million (ETFBook 30.09.2023) in Europe.
We believe that one of the contributing factors to this trend is that infrastructure ETFs have been constructed with a backward-looking perspective.
These funds often give investors access to sectors that could be considered “stranded assets,” thus failing to attract the infrastructure spend that headlines have alluded is going to be spent by government. However, the landscape of infrastructure spending is evolving, departing from traditional allocation methods. The focus is shifting towards sustainability as a critical factor in how governments and supranational entities allocate resources.
During our roundtable, we engage in a robust discussion about the future of infrastructure as an asset class. We then explore how investors should adapt their approach to infrastructure investment, adopting a forward-looking lens to navigate this dynamic landscape.
Webinar recorded on 31 October.
