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The secular trends associated with global decarbonisation, decentralisation, deglobalisation and the changing demographics of an ageing population are particularly pronounced in Australia given some of its distinct characteristics relative to the rest of the world.
A confluence of this phenomenon, combined with strong recent political momentum at the Federal Government level to accelerate Australia’s decarbonisation pathway, and the country’s strong fundamentals as a stable and open economy, reinforce the depth and attractiveness of the Australian infrastructure investment opportunity set over the next ten years.