Future of Infrastructure
The trends set to shape infrastructure’s future are already evident in its present: digitalisation and the energy transition. Each theme presents myriad opportunities – the former filled with tantalising possibilities, the latter driven by increasing urgency. As this report explores, investors – including our latest list of young talent, Infrastructure Investor’s Rising Stars – are moving are moving quickly to identify the opportunities and reap the benefits.
Sustainable investing
For infrastructure investors keen to do their bit towards global sustainability efforts, new challenges are coming to light all the time. From the growing risk of assets becoming stranded, to emerging approaches to account for and address embodied carbon, there’s now a whole new set of considerations that investors will need to weigh up, on top of all their usual financial and ESG metrics.
North America report
2024 is proving to be a crucial year for North American infrastructure investing. Mexico has already voted in a new president, and the US is up next. Voters will soon be faced with a choice between former president Donald Trump and Democrat vice-president Kamala Harris. No doubt there is some concern over political risk, but North America remains the leading destination for infrastructure investors. Opportunities abound, as this year’s report showcases.
