Disruption in the Infrastructure Sector: Challenges and Opportunities for Developers, Investors and Asset Managers (Future of Business and Finance)

A number of dramatic changes are currently reshaping infrastructure, a sector that investors and asset managers have traditionally considered to be a safe harbor in the field of alternative investments. Understanding the future of infrastructure is indispensable to guaranteeing a sustainable future for our planet and the welfare of the world’s population, and enhancing our knowledge of this asset class is one important step we can take toward reaching this crucial goal. This book collects a series of contributions by a group of Bocconi University researchers under the Antin IP Associate Professorship in Infrastructure Finance, which cover the key megatrends that are expected to reshape the way we think about infrastructure, and the implications for infrastructure investors and asset managers. Its goal is to improve and disseminate the culture of infrastructure among academics, professionals and policymakers. The main focus is on Europe and the European Union, and specifically on three key sectors: power and energy, transportation infrastructure, and telecoms / ICT. Front Matter ....Pages i-xiv Introduction (Stefano Gatti, Carlo Chiarella)....Pages 1-4 The Future of Energy Infrastructure (Matteo Di Castelnuovo, Andrea Biancardi)....Pages 5-52 Future Developments in the Transport Infrastructure Se ctor (Oliviero Baccelli)....Pages 53-86 The Evolution of the Telecom Infrastructure Business (Francesco M. Sacco)....Pages 87-148 The Disruption of the Infrastructure Industry (Markus Venzin, Emilia Konert)....Pages 149-168 The Future of Infrastructure Investing (Stefano Gatti, Carlo Chiarella)....Pages 169-207 Conclusions (Stefano Gatti, Carlo Chiarella)....Pages 209-212