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Aviva Investors - The decade in UK infrastructure and what 2020 might bring

Aviva Investors’ Infrastructure market Review of 2019 and look ahead to 2020, examines the themes that shaped a decade as well as the current infrastructure outlook and challenges facing investors across the UK and Europe.

As the infrastructure asset class continues to change, the review highlights the importance of investors remaining agile to navigate the decline of the PPP activity and seizing the opportunities provided by net zero carbon targets. The report also underscores the importance of the low cost of refinancing both existing and newly acquired assets which is currently driving the market.

Aviva Investors' Market Review 2019 and Look Ahead to 2020

In addition, Darryl Murphy, Head of Infrastructure Debt at Aviva Investors, examines a turbulent decade and looks forward to future deal activity in the UK infrastructure market over the next 12 months under the spectre of Brexit. In a two-part series on UK infrastructure, he summarises the decade’s key trends, from the rise of renewables to the lack of public confidence in private sector delivery, and assesses the likely drivers of transaction activity in 2020.

Murphy notes that ‘After what seems like an eternity, the UK’s likely course on Brexit has been set by the Johnson government. While its ultimate impact on the UK economy and industry remains uncertain, we do know that infrastructure investment remains a priority.’

Part 1 - The decade in infrastructure 
Part 2 - UK infrastructure in 2020 Final