Autonomous vehicles: The real opportunity that lays ahead for investors

AMP Capital, December 1, 2017

More balance is needed in the conversation about the scale and speed of change presented by autonomous vehicles. It will take much longer before this evolution can solve the growing congestion problem than excited commentary would suggest. Less talked about are the secondary effects of autonomous car adoption such as the vast amount of infrastructure investment that will be needed. So long-dated is the ‘tipping point’ for this nascent technology that we see no let-up in the requirement for more market-driven twists on traditional infrastructure projects over the next 20 years.

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