The article suggest old Europe and cars. My personal pick is global infrastructure. Morgan Stanley raised a big fund to do just this. Ageing roads and bridges in the U.S. (Minneapolis bridge for one, which my parents drove across every day once. I'm surprised it's not getting more play at the RNC.), huge demand in the BRICs, and the Middle East is up there as well. You can make up really big numbers if you want. Add also all of that "green" and "sustainable" nonsense.