After a generation of underinvestment in infrastructure, there is significant opportunity through the infrastructure upcycle.
We are in the early stages of a reversion to the levels of construction activity that you would expect in an economy the size of the UK.
The level of investment has doubled since the recession and is set to grow 50% over the next four years. The combination of a backlog of underspend and strong population growth is driving the need for power, transport and housing. This trend is expected to run and run – much of it unconnected to the wider economic and construction cycles.
In this insight piece, the CIL built environment team identify the common themes that market winners will share.
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