Years of investment industry experience: 17 Alex Leung is the Head of Infrastructure Research & Strategy, which forms part of Real Estate & Private Markets within UBS Asset Management (UBS-AM). Alex joined UBS-AM in April 2018. In his current role, he conducts macro and fundamental research on the infrastructure markets, identifies investment opportunities, and develops...
Tag: Baxter Wasson
Post
Post
Infrastructure Debt in a Sweet Spot for 2024
Digitalization The COVID-19 pandemic accelerated the adoption of remote work, education and healthcare with the popularization of HD video conferencing. The continued roll out of 5G, AI and internet-of-things (IoT) will increase demand for digital infrastructure. For infrastructure debt investors, digital infrastructure including towers, fiber and data centers are all attractive investments, given the demand...
Post
Infrastructure Investor | UBS Switzerland
Where are the best opportunities? The overall European infrastructure debt market is now valued at around USD 130 billion. Something like 75 percent of the opportunities are in that mid-market space. Investors have a window to take share in that space from the banks that are withdrawing. This is where the opportunities are. Previously, the...