Infrastructure: Investing to Support Global Growth

Global infrastructure investment needs are projected to reach $106 trillion by 2040, driven by population growth, technological advancement, energy transition requirements, and expanding digital infrastructure. Private capital is playing an increasingly important role in addressing this funding gap, with infrastructure fundraising reaching a record nearly $200 billion in 2025. Investor interest remains strong, particularly in energy, power, telecommunications, and data centers, while allocations increasingly favor higher-return strategies such as core-plus and value-added investments. As the sector matures and holding periods lengthen, value creation, operational excellence, and AI-enabled productivity improvements are becoming critical drivers of sustainable returns.

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