The Infrastructure Investor Podcast

How to capitalise on transport’s mega-trends

2025-09-10 · 06:00 UTC ·PEI Group ·0 min read

Brief

Transport infrastructure is presented as an investment theme driven by decarbonisation, digitalisation, and changing economic conditions. Angelika Schöchlin and Simon Soder outline how investors can position around both core assets like high-speed rail and adjacent areas such as safety infrastructure, while also pointing to more unconventional opportunities including salmon farming tied to broader infrastructure and logistics trends.

Why it matters

Antin Infrastructure Partners’ Angelika Schöchlin and Simon Soder say transport investment is being reshaped by mega-trends including decarbonisation, digitalisation, and broader economic and demographic shifts.

Key details

  • The episode highlights specific transport-adjacent opportunity areas such as safety management infrastructure and high-speed rail, framing them as investable themes within evolving infrastructure markets.
  • The discussion also points to less obvious infrastructure opportunities, including salmon farming, as part of a wider set of sectors affected by transport and logistics transformation.
Source evidence

title: How to capitalise on transport’s mega-trends
author: PEI Group
contenttype: podcast
publication: The Infrastructure Investor Podcast
published: 2025-09-10T06:00:00+00:00
sourceurl: https://infrastructureinvestorpodcast.podbean.com/e/how-to-capitalise-on-transport-s-mega-trends/

word_count: 111

This episode is sponsored by Antin Infrastructure Partners The infrastructure market is constantly evolving, with technological advancements, environmental concerns and shifting economic and demographic trends bringing significant changes to the transport sector. So staying on top of a series of mega-trends – such as decarbonisation and digitalisation – can unearth exciting investment opportunities. This episode focuses on key trends in the space and how investors can take advantage of them. Angelika Schöchlin, managing partner at Antin Infrastructure Partners, and Simon Soder, senior partner and head of the firm’s London office, cover everything from safety management infrastructure and high-speed rail to salmon farming, underlining the dynamic set opportunities within the transport sector.