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Jul 08 2021

Infrastructure Spending & Beneficiaries

  • Jul 8, 2021

While not yet set in stone, it is the consensus view that infrastructure spending will be raised to a higher level for the next few years compared to past baseline expenditures. Although the exact numbers are still unknown, we examined the President Biden-endorsed bipartisan plan to provide a picture of the relative scale of the anticipated spending in the context of historical trends. In addition, we identified a group of industries that may be beneficiaries of the proposal.

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About The Author

Jun Zhu / Sr. Research Analyst & Co-Portfolio Manager