May 2020-Webinar replay
Others, looking at asset owners shouldering the design and development of city train networks, see mostly outsized risks.
“It’s the most concentrated bet they can possibly make,” … It’s like saying “‘forget about investing in a well-diversified stock portfolio. Just buy this one stock that we really like.'”
EDHECinfra’s Frederic Blanc-Brude talks to Pensions and Investments about the broader infrastructure role.