Is infrastructure the next big play?

Dec 2, 2016
By BlackRock

There is growing consensus on the need for increased infrastructure spending globally.


 Key takeaways

  • There is growing consensus on the need for increased infrastructure spending globally.
  • The low rate environment means governments are arguably in a better position to assume more debt to fund infrastructure projects.
  • Select areas of the financial market could benefit from increased infrastructure spending.

Estimated global infrastructure spending by sector, 2016-30

Source: McKinsey Analysis, 2016. Estimates in constant 2015 dollars.

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