Trends in infrastructure: An evolving asset class, published in association with DLA Piper, features a survey of senior executives who invested in the infrastructure sector in the past 24 months. The report aims to provide a global pulse check and roadmap for navigating this dynamic asset class. It offers a 10-point guide to the current landscape, its key opportunities and emerging risks.
Key insights include:
- Fundraising and investment intentions: Almost three-quarters (70%) of respondents expect their level of infrastructure fundraising to increase over the next 24 months, with 30% anticipating a substantial increase.
- Energy transition is a primary driver: The global push towards decarbonisation is one of the most significant drivers of infrastructure investment. Nearly 54% of survey respondents identify the energy transition as a main catalyst for investment, with renewables and energy efficiency projects leading the charge.
- The unstoppable rise of digital infrastructure: Digital infrastructure is rapidly becoming a focal point for investors, with 36% of respondents citing digitalisation as a primary investment driver. The expansion of data centres, cloud computing and AI is driving significant capital flows, particularly in developed markets such as Europe and North America.
- Healthcare and social infrastructure deficit: The COVID-19 pandemic highlighted significant deficits in healthcare and social infrastructure. In response, 35% of total respondents expect increased investment in these sectors in Asia Pacific (APAC) over the next 24 months.
- Risk mitigation strategies: At least two-thirds of respondents across all regions rely on proactive asset monitoring and management and independent experts to inform their decision-making and protect their investments from downside risks.
The report is also available at dlapiper.com