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At the same time, disruptions to global supply chains and travel and the rise of digitalisation are diminishing formerly stable revenue streams and shifting infrastructure demand in totally new directions. Investors also face rising market uncertainty driven by geopolitical tensions and higher inflation.
- 43% say infrastructure is one of the asst classes offering the best investment opportunities
- 29% will increase their infrastructure equity allocation
- 7% say property offers good investment opportunities
- 35% worry about the lack of standardised ESG reporting in real assets
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