The infrastructure sector continues to be resilient with robust performance across debt and equity. The sub-sectors worst hit by the pandemic are showing green shoots, recovering in line with the macro environment.
We see some challenges to the economy around supply chain disruptions, inflation and rising infections. At the same time, we also see strengthening market and policy tailwinds around decarbonisation and digitalisation, which support performance and investment volumes.
This article will highlight several key themes for the infrastructure sector in 2022.
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