Private Infrastructure

Private infrastructure offers resilient, inflation-linked returns and low correlation to traditional asset classes, supported by secular trends like digitization and decarbonization. Despite macro risks, valuations remain near long-term averages, making core/core-plus assets attractive.

Key Takeaways

• 1.Infrastructure assets offer stable, inflation-linked cash flows that help mitigate risks from high inflation and slower economic growth.
• 2.Strong fundraising momentum is continuing, with capital raised in 2025 up approximately 60% year-on-year.
• 3.Key structural opportunities are concentrated in digital infrastructure, energy transition, and supply chain alignment (deglobalization).

Table of Contents

• Private infrastructure
• Private infrastructure in the current macroeconomic environment
• Positive drivers
• Negative drivers
• Considerations before investing
• Infrastructure outperforms during periods of high inflation and slower growth
• Infrastructure valuations near long-term averages
• Appendix

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