Content (9)
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White papersMid-market infra – complexity as a new differentiator
Mid-market infrastructure is expanding in scale and ambition, but so too is the complexity of the underlying businesses. Assets are more capital-intensive, interlinked and energy constrained, shaped by rising demand for essential services, evolving policies and technological advancements.
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Research ReportInfrastructure Quarterly: Q2 2025
Although the start of 2025 saw rollercoaster market volatility and tense global trade dynamics, infrastructure markets demonstrated resilience and adaptability. The rise in capital inflows and doubling of greenfield deal activity in data centers and renewable energy speaks to the market demand for infrastructure despite pending tariffs and policy uncertainty.
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Research ReportMacro House View Q2 2025
While the global economy entered 2025 in a reasonably sound condition, the near-term outlook has deteriorated due to a modern trade experiment with tariffs, a complex interplay of disruptive policy responses and evolving risk and return expectations.
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Research ReportReal Estate House Views H1 2025
Explore our collection of in-depth outlooks on real estate investing globally.
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Research ReportInfrastructure Quarterly
The Infrastructure Quarterly explores the performance of the private and listed infrastructure markets, along with sector insights such as renewables and digital infrastructure, to identify actionable insights for your portfolio decisions.
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White papersOpen-End Funds: Time is Money in Infrastructure’s New Era
Historically, many infrastructure companies such as utilities, airports, and toll roads exhibited stable, low-growth earnings. However, the investment landscape and its growth opportunities have broadened significantly.
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VideoReplay - Thriving in Tomorrow’s Market: Real Assets in Portfolio Allocation
In today’s complex financial landscape, characterized by rising inflation, fluctuating interest rates and increased geopolitical tensions, the importance of incorporating real assets into investment portfolios cannot be overstated.
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White papersGlobal Infrastructure 2.0: A Core Plus Strategy for the Mid-Market
Essential services like water, electricity & connectivity drive infrastructure’s strength. Global 2.0 strategies prioritize downside protection & sectors like digital & renewables for long-term impact.
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White papersThe road ahead for transportation infrastructure
Transport infrastructure experienced an unprecedented decline during the Covid-19 pandemic. As the world emerges from a series of lockdowns, traffic on toll roads returns more quickly than rail or air travel. Overall volume-sensitive transport continues to re-gain ground from the cyclical rebound. Investors seem to have turned the corner and see the impact on the sector as transitory rather than permanent. But what are the long-term structural trends behind the revival in investment deal flow and some of the biggest buyouts in transport infrastructure?
