Infrastructure strategic outlook 2022

by DWS

The complete report, which was published in January 2022, is available at

https://insuranceaum.com/wp-content/uploads/2022/01/Research-report-Infrastructure-Strategic-Outlook-2022.pdf

Excerpt:

Economic transition: As the global economy recovers, the effects of the pandemic continue to weigh on the outlook amid supply-demand bottlenecks, with the risk of new COVID-19 variants jeopardizing growth. Fiscal and monetary policy have played a central role in supporting the recovery but may have also increased vulnerabilities, with higher debt and asset prices contributing to an uncertain outlook for inflation, interest rates and return expectations in the medium term. Despite the risk of a more volatile and divergent economic environment, COVID-19 is acting as a catalyst for a deep social and economic transition converging on decarbonization, technological change and sustainable growth. With in