Market Research
Infrastructure Quarterly
December 3, 2025 5 Minute Read Time
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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.
Q4 2025
Our year-end edition delves into the growing importance of infrastructure in diversifying investment portfolios, highlighting the sectors and regions driving fundraising and deal activity. We also examine potential risks to forecasted growth in power demand, global trade and AI adoption. We analyze Google Trends on search terms like inflation, tariffs, AI and data centers, and look ahead to 2026, with CBRE Investment Management's senior leaders sharing their insights on how these trends are expected to evolve.