Charles Waine

Digital infrastructure enters a new era of explosive growth, with AI-driven demand intensifying the race for power and strategic control.

Despite geopolitical tensions and policy reversals, global investment in the energy transition surged to record levels in 2025.

Increased competition to access traditional large-cap infrastructure funds has prompted institutional investors to examine smaller platforms that offer value creation opportunities.

Pandemic-driven volatility and supply chain disruption have taken their toll on road haulage, and air cargo operators scrambled to re-route before last year's tariffs, but transport is showing resiliency.

Our latest LP survey is out, revealing how investors continue to view the asset class and their intentions for the year ahead.

After a record-breaking year of fundraising, LP appetite for infrastructure has consolidated, though concerns over performance amid turbulent geopolitical issues persists.

For all the current headwinds, the outlook for infrastructure is far from bleak.

Despite the political backlash, the sustainable investing mega-trend is far from over.

Infrastructure investors navigate policy uncertainty as optimism remains high.

Investors look to balance portfolios as core fails to deliver on returns.