The world’s population is not getting smaller, people are not staying put in the countryside, and technology and the way we live is creating the disruption that necessitates better, cleaner and smarter ways of living and working.
What is also clear, according to Collins Roth, managing director at MPC Industrial Projects, is global governments are struggling to keep up with these infrastructure needs.
This is creating opportunities for many companies to get involved in the infrastructure space – although not all of these will be long-term winners.
“More are turning to public-private partnership models to provide what they cannot from their own balance sheets (PPPs),” he says.
“As a private equity investor, the issue is less about following where spending or number of potential PPPs are the largest, but more about finding quality projects.
“That requires judging the underlying economics, the financeability of the project, the political support and opposition, and so on. We don’t follow the spending, but the individual projects.”
simoney.kyriakou@ft.com
