As climate volatility and cyber threats redefine the market, infrastructure investors are moving beyond risk mitigation to unlock a resilience dividend for their transport assets.

A structural evolution in private markets is seeing evergreen funds shift from a niche alternative to a core portfolio allocation.

The narrative around artificial intelligence in the investment space has clearly shifted. The technology is now being deployed by LPs to define the next generation of managers.

As economic losses from climate disasters surge, investors are waking up to the financial imperative of climate resilience, even in markets where it may not initially appear wise.

A pragmatic decarbonisation path for the transport sector must extend beyond electrification to include efficiency improvements and alternative fuels.

While it may initially appear that the power demands of digital infrastructure clash with net-zero goals, investors are resolving this paradox by using innovation to drive both growth and global decarbonisation.

An all-of-the-above approach will be needed to close the US’s infrastructure funding gap, but that doesn’t mean pouring capital into any project.

Despite reports that the popularity of co-investments is starting to wane, many investors remain bullish about the approach.

The diverse range of stakeholders within the transport sector means that pursuing digital transformation will require investment across a variety of different businesses.

New technological developments are often followed by regulatory ones. For artificial intelligence, the EU has been the first to act. Could this curtail investment?