2023 infrastructure outlook: Well-equipped for years to come?
by UBS
The complete report, which was published in November 2022, is available at:
https://www.ubs.com/global/en/assetmanagement/insights/asset-class-perspectives/infrastructure/articles/infrastructure-outlook-2023.html
Excerpt
The infrastructure sector remains resilient, despite the market turmoil in 2022. Secular trends, such as digitalization and decarbonization, will continue to drive the need for new investments. However, macro conditions have worsened significantly. Investors can no longer count on cheap credit to boost investment returns. Looking ahead, more reflection and rigor are needed in their investment and asset management strategies to deliver positive outcomes.
2022 has been an eventful year for investors, to say the least. Issues such as high inflation, rising interest rates, geopolitical tension, political uncertainty and extreme weather events h