How to identify resilient infrastructure plays

INFRASTRUCTURE

In times of government cuts and austerity, finding companies poised to benefit from available infrastructure spending is key, writes Rob McCrindell, manager of the CF Canlife Global Infrastructure fund.

Attractive long-term opportunities remain for businesses operating in the infrastructure industry, in spite of challenging economic conditions. The current environment of government spending curbs and fiscal constraints tend to drive better results. It concentrates infrastructure spending on essential repairs and quality projects that stimulate future growth. Infrastructure assets are the basic facilities, essential services and installations that communities need to function and prosper. Companies that benefit directly and indirectly from infrastructure assets tend to fall into sec...