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Global Infrastructure Q4 2018

Global Infrastructure Q4 2018

Key View:

The majority of our Infrastructure Key Themes are playing out, with political risk continuing to threaten progress oninfrastructure projects and undermine investments. This is particularly true for Chinese backed projects under the Belt and RoadInitiative (BRI). The exception for our themes playing out is for growth in the global construction sector to peak in 2018, which hassuffered from a number of downgrades to our forecasts for individual markets.

Key View
Global Industry Overview
Infrastructure Mid-Year Update: Key Themes For 2018
Industry Trend Analysis
Belt And Road Initiative: EM Infrastructure Remains Core Focus In 2018
The Ongoing Tech Evolution: Construction Sector Developments In 2018
Global Rail Projects: China, High-Speed And Metros Offer Bright Spots
Top 20 Construction Markets: Data Pack
Infrastructure Methodology

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