COVID recovery, net zero and policy: The outlook for U.K. infrastructure in 2021

by Darryl Murphy, managing director, Infrastructure

The complete report, which was published in December 2020, is available at

https://www.avivainvestors.com/en-us/views/aiq-investment-thinking/2020/12/uk-infrastructure-outlook-2021/

Excerpt:

We will not forget 2020 in a hurry. In time, it may be looked back on as a pivotal period when profound changes in society took hold; affecting the kinds of infrastructure required to deliver public services. The way we work, live and travel for business or pleasure — as well as our use of technology — could be radically altered.

It is too early to predict how these trends will shape the infrastructure sector in the long term. But two significant drivers are likely to have a more immediate impact on the U.K. market over the next 12 months. The first is infrastructure investment as a means to stimulate t