The Greening of Infrastructure
From Evergreen Investing: April 2023
The world is urbanizing as people increasingly move into towns and cities, and away from rural areas.
It’s one of the most impactful demographic trends of our lifetimes.
Today, more than half the world lives in urban or suburban settings. Seventy years ago, it was just one third. Within the next 30 years it will approach two thirds.
It’s a megatrend with huge implications. That’s because, as I’ll detail for you, governments are unleashing some of their largest investment sprees in history to help interconnect people, business, and information in a sustainable way.
Companies and investors on the right side of this spending have a lot to gain. Here’s why…
According to the United Nations, 70% of all greenhouse gas emissions are generated in urban areas, due in large part to poor design and a lack of proper infrastructure. So, it’s important for us to understand exactly what is happening, and what the implications are for us as investors.
As global urbanization accelerates, it increases the need to ensure development and modernization happen in the most sustainable way possible, as more people share and depend on infrastructure.
In this issue, I’ll show you how all areas of the economy will benefit from
…
