Transportation Investment

Demographics and sustainability shift drive big changes in how the mobility sector moves forward

Transport volumes were particularly affected by the pandemic and despite some societal changes have since largely recovered. Fast forward to 2025, and government net-zero targets, combined with innovative digitalisation, are poised to radically transform the sector.

A containership unloads in a port as a articulated lorry truck carries off one of the cargo containers

Trends

Demographic change, decarbonisation shift will transform transport and widen funding gap

Charles Waine -

17 July 2025

Trends

The future of transport is digital

Barclay Ballard -

9 July 2025

News & Analysis

Can US EV charging survive the Trump era?

Ben Payton -

21 July 2025

Featured

Finding greener alternatives for shipping requires all hands on deck

Ben Payton -

1 July 2025

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EUROPE FOCUS

Trends

European high-speed rail picks up steam

Judi Seebus -

21 July 2025

Rapid transport represents a mere 3% of Europe’s 250,000km railway network, but that figure is set to almost double by 2030.

The long voyage to sustainability

Featured 1 July 2025

Ardian: Transport infrastructure is a sector on the move

Crédit Agricole CIB: Airport infrastructure is ready for take off

Aberdeen Investments: Transport’s fork in the road

ROUNDTABLE

A model of the Earth if it was completely covered in vegetation, including the oceans

Sponsored

Roundtable: From deglobalisation to decarbonisation

Amy Carroll|Kalliope Gourntis -

1 July 2025

MORE ANALYSIS

A large red and white freight ship takes a long turn in the flat, blue ocean

Sponsored

Basalt Infrastructure Partners: Charting a new course for transport

Infrastructure Investor Staff -

1 July 2025

Basalt Infrastructure Partners’ David Greenblatt and John Hanna discuss the benefits of taking a decarbonised approach to transport.

Sponsored

UBS Asset Management: Gridlock or green light?

Infrastructure Investor Staff -

1 July 2025

After playing an undersized role in infrastructure portfolios for a number of years, the market is warming up to the opportunities that exist around transport assets, says UBS Asset Management’s Alex Leung.

Featured

Spotlighting sustainable public transport

Guest Writer -

1 July 2025

Public transport in Europe is undergoing a profound transformation, driven by long-term demographic, regulatory and environmental trends, say three professionals from Cube Infrastructure Managers.

Sponsored

Fengate Asset Management: Shining a light on public-private partnerships

Infrastructure Investor Staff -

1 July 2025

From mass transit to roads and aviation, the North American PPP community can help unlock the critical transportation infrastructure pipeline and improve speed to market, says Fengate Asset Management’s Jensen Clarke.

Sponsored

Arjun Infrastructure Partners sees opportunities in planes, trains and automobiles

Infrastructure Investor Staff -

1 July 2025

From rolling stock and airports, to motorway services and car parks, European transportation infrastructure is generating interesting investment opportunities, says Arjun Infrastructure Partners’ Romain Py.

Electric last-mile van charging up in a commercial EV bay

Sponsored

EO Charging: Momentum builds for electric fleets

Infrastructure Investor Staff -

1 July 2025

As sustained demand for fleet electrification continues to grow across Europe, the UK and the US, there’s a clear, exciting and growing pipeline of investment opportunities, says EO Charging’s Richard Staveley.

Featured

Transport investors hit the road – data

Infrastructure Investor Staff -

1 July 2025

Transport investors are showing a clear subsector preference post-pandemic.

Sponsored

DWS: Transport shifts through the gears

Infrastructure Investor Staff -

1 July 2025

The sheer breadth of opportunities that the transport sector offers makes it an attractive segment for infrastructure investment strategies, says DWS’s Harold d’Hauteville.