The Structural Case For Sustainable Infrastructure

This report examines how global megatrends, specifically the energy transition, AI infrastructure, and climate adaptation, are driving the structural demand for sustainable infrastructure. It outlines how FTSE’s indexed investment solutions provide exposure to these themes through climate-aware and green-revenue-led methodologies.

Key Takeaways

• 1.Sustainable infrastructure is driven by four key megatrends: energy transition, digital/AI infrastructure expansion, climate adaptation/physical risk, and the circular economy.
• 2.There is a significant structural funding gap for infrastructure, with an estimated $6.9 trillion required annually by 2030 to align with global development and climate goals.
• 3.FTSE's sustainable infrastructure indices demonstrate that green-revenue and climate-transition tilts can capture structural growth while maintaining infrastructure-like stability.

Table of Contents

• Key highlights
• Global megatrends shaping sustainable infrastructure
• Structural and financial drivers reinforcing the case
• Performance highlights
• Strong and resilient performance through market cycles
• Conclusion
• Appendix

Document Preview

Page 1 of 1

Subscribe for full accessStart Free Trial