Construction GDP growth could go 3 ways: Increased Stimulus, No Stimulus, Privatization of Financing (DBFOM, PPP) via PE (Although negative impact expected on private investments).
Asset Classes, increased infrastructure spending if we enter a deep recession from public entities to asset classes: Bridge, Roads, Tunnels, Rail all regions, part of fiscal policy, while a decrease is expected in other infra asset classes that are GDP correlated: airports, ports and toll-roads. Significant increase in demand with more Alternative Delivery procurement in both Infrastructure and Water.
Digital, design automation, cutting down design time using technology and innovation, utilizing sustainable design for climate control.
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