Market Research
Infrastructure Quarterly
October 13, 2026 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.
Q3 2026
This year’s third edition of the Infrastructure Quarterly explores how the converging forces of digitalization and electrification are reshaping infrastructure investment opportunities. Surging power demand from data centers, ongoing investment in energy transition assets and the buildout of critical digital infrastructure continue to drive capital deployment across the sector. In a featured Q&A, Steven Novakovic, Managing Director of Educational Programs at the CAIA Association, discusses the growing role of infrastructure in diversified portfolios and the launch of CAIA's Infrastructure Microcredential, designed to help investors better understand the asset class's evolving opportunity set, risk-return characteristics and portfolio applications. Together, these themes illustrate how structural shifts in energy consumption, technology adoption and capital allocation continue to shape the infrastructure opportunity set.