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By Matt NORMAN, Head of Infrastructure Debt at Allianz Global Investors
Infrastructure debt is entering a new era, fuelled by the accelerating digital transformation of economies, the urgent push towards energy transition and a rapidly changing geopolitical landscape and a renewed focus on both security sovereignty.
As the world economy simultaneously electrifies and digitises, the Infrastructure sector sits at the heart of this intersection providing the assets platforms for the next stage of world economic growth. Once considered a specialist allocation reserved for a limited number of institutional investors, the asset class is increasingly becoming a strategic pillar for long-term portfolios.
The momentum...
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