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Outlook 2020

Opportunities despite soft investment outlook

Activity in the asset finance sector in the New Year is expected to play out much the same way as it did in 2019, with areas of stronger capital investment including technology and telecommunications, government procurement and transportation.

However, the overall outlook for capital investment remains subdued, on the back of soft economic growth and heightened concern about geopolitical risks. Both of these factors are expected to continue throughout 2020.

Despite the somewhat subdued outlook, there is expected to be continued growth in investment in both technology and telecommunications including infrastructure, networks and related equipment.

Also expect continued growth in government procurement across a host of assets and services ranging from public transportation, including ferries and buses, emergency services assets to defence procurement.


Outlook 2020

The New Year is upon us. The year 2020 looms as a landmark one for the global economy as trade, technological and environmental factors drive change at a scale rarely seen.

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 have the insight to offer market-leading thought leadership in a range of complex areas from across more than 30 global markets.

We asked our experts about the key factors they see shaping markets and industry in 2020 – and the opportunities and challenges within. We’ll be sharing the responses with you over the coming weeks.


The other area worth watching is transportation, which continues to see stronger investment across a range of assets including industrial transportation vehicles, marine vessels and passenger aircraft.

Overall, while the outlook is relatively subdued there are areas of stronger investment which will continue to provide growth opportunities in 2020.

Mark Aldous is Head of Structured Asset Finance at ANZ

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