Please note: this article is more than one year old. The views of our CIO team may have changed since it was published, and the data on which it was based may have been revised.
Infrastructure investment has grown from a focus on traditional physical infrastructure to increasingly encompass the green transition and social equity.
This CIO Special looks at possible future developments in infrastructure — one of our long-term investment themes — based on the four key themes of resilience, sustainability, innovation and inclusivity.
We consider:
- How infrastructure development assessment will change
- Key future development areas and the importance of emerging markets
- Why investors need to take a more differentiated view
We also discuss the possible benefits of infrastructure investment to a portfolio and how sectoral developments could affect these.