There’s a huge opportunity in the global infrastructure sector in 2022 – and it’s one worth getting really excited about.
At ANZ, we expect to see continued new investment in the infrastructure sector throughout the year, as well as ongoing merger and acquisition activity in segments such as ports, roads, rail energy infrastructure.
In addition, new capital expenditure in technology and technology related infrastructure is also likely to grow in 2022.
Without question, the global transition to a net-zero economy will continue to play a key role in business activity. There are many trillions of dollars expected to be invested in the transition to net zero from now through to 2050. That represents a huge opportunity, and one ANZ hopes to help its customers take advantage of.
The transition will be a critical theme across the resources, infrastructure and energy sectors in 2022, especially around renewables.
The critical minerals space, particularly around electric vehicle and battery value chain, is one ANZ will be watching in 2022. Hydrogen and carbon capture and storage is another theme which will grow in importance throughout the year.
Finally, green manufacturing is a sector ANZ sees as growing in important – and opportunity – throughout 2022.
After an unprecedented 2021, next year will be a critical one for global markets. The post-COVID landscape is one of rapid technological change, a transformational shakeup of global trading orthodoxy and an increasing focus on sustainable business.
At ANZ Institutional, we aim to help our customers put themselves in the best possible position to take advantage of these forces. Our subject-matter experts provide thought leadership in a range of complex areas from across more than 30 markets.
As 2022 looms, we are asking our experts about the factors they see shaping markets and industry – and the opportunities and challenges within. We’ll be sharing the responses with you over the coming weeks.
Paul Richards is Head of Resources, Energy & Infrastructure at ANZ Institutional
Major Australian non-residential building activity has declined, ANZ Research’s latest Major Projects report has found, especially in CBDs.
This publication is published by Australia and New Zealand Banking Group Limited ABN 11 005 357 522 (“ANZBGL”) in Australia. This publication is intended as thought-leadership material. It is not published with the intention of providing any direct or indirect recommendations relating to any financial product, asset class or trading strategy. The information in this publication is not intended to influence any person to make a decision in relation to a financial product or class of financial products. It is general in nature and does not take account of the circumstances of any individual or class of individuals. Nothing in this publication constitutes a recommendation, solicitation or offer by ANZBGL or its branches or subsidiaries (collectively “ANZ”) to you to acquire a product or service, or an offer by ANZ to provide you with other products or services. All information contained in this publication is based on information available at the time of publication. While this publication has been prepared in good faith, no representation, warranty, assurance or undertaking is or will be made, and no responsibility or liability is or will be accepted by ANZ in relation to the accuracy or completeness of this publication or the use of information contained in this publication. ANZ does not provide any financial, investment, legal or taxation advice in connection with this publication.