By Anthony Catachanas, Chief Executive Officer at Victory Hill Capital Partners
Throughout its history, the United States has gone through numerous economic cycles. Each boom has seen significant advancements in the development of infrastructure and technology only to be reined in by the subsequent bust. We saw this at the beginning of the 20th century, and again after the Second World War. After years of under-investment, the US is now standing on the verge of yet another infrastructure revolution, one that will require trillions of dollars of investment to upgrade the country’s ageing energy systems and grids into the 21st Century.
The scale of the challenge is unprecedented and will only be possible if regulation and capital, both public and private, can align. We are seeing early indications of this, meaning we are set to enter a once in a generation opportunity for institutional investors to capitalise on a boom that could mirror or even exceed the growth of the U.S, the early 1900s and post-war boom eras.
