Around the world, governments are starting to understand.
By investing in infrastructure, they can improve economic growth.
New Zealand is considering public-private partnerships. Germany is lifting its debt brake.
Of course, it is also possible to overinvest in infrastructure. For example, there is some analysis that China is seeing declining returns, half-finished projects, and debt blowouts.
I doubt this is a problem in many Western countries, where infrastructure investment has lagged for a long time. More likely dealing with strained networks can deliver profitable return.
This becomes pertinent as the cost of debt continues to drop.
Savvy sharemarket investors are looking to position themselves for a boom in infrastructure investment.
Where are the most lucrative projects likely to be?
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Simon is the Chief Executive Officer and Publisher at Wealth Morning. He has been investing in the markets since he was 17. He recently spent a couple of years working in the hedge-fund industry in Europe. Before this, he owned an award-winning professional-services business and online-learning company in Auckland for 20 years. He has completed the Certificate in Discretionary Investment Management from the Personal Finance Society (UK), has written a bestselling book, and manages global share portfolios.