安联Allianz：2035年3.5%：弥合全球基础设施投资缺口研究报告（英文版）

Over the next decade, the global economy will need to invest nearly 3.5% of GDP per year (USD 4.2trn) to future-proof social, transport, energy and digital infrastructure against megatrends such as urbanization, supplychain disruptions and AI-driven digitalization. Demographic shifts and urbanization are key drivers for infrastructure demand in emerging markets, while aging infrastructure needs an upgrade in developing markets. At the same time, geopolitical tensions and pandemic disruptions