Trends in Infrastructure Investment and Growth

This report provides a comprehensive analysis of the evolving infrastructure asset class, detailing its rapid growth and the significant investment opportunities that lie ahead. It highlights that infrastructure has become one of the fastest-growing asset classes, with a compound annual growth rate of 16% over the past decade, culminating in over USD1.1 trillion in assets under management. The report emphasizes the increasing demand for modern infrastructure, which is projected to require USD15 trillion in investment by 2040 to address the global infrastructure gap, particularly in middle and lower-income countries. It outlines the role of private financing in bridging this gap, with institutional investors and dedicated infrastructure funds expanding their allocations. Key drivers of investment include the global energy transition towards decarbonization and the rise of digital infrastructure, which are reshaping the investment landscape. The report distills insights from senior executives across various regions, providing a roadmap for navigating this dynamic asset class and identifying emerging risks and opportunities.