Market Research
Infrastructure Quarterly
June 25, 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.
Q2 2026
This year's second edition of the Infrastructure Quarterly highlights infrastructure's strength as an inflation hedge amid rising geopolitical tension and accelerating technological change. Battery energy storage investment has surged six-fold since 2020 as AI-driven electricity demand fundamentally reshapes the power sector. In a featured Q&A, Caroline Mead of ENGIE North America discusses how battery storage creates grid value and why its cost structure makes it uniquely suited for AI data centers. While near-term market volatility from the Middle East conflict may cause short-term disruptions, the long-term fundamentals of power generation, digital infrastructure and transport electrification remain intact, offering a resilient return potential for infrastructure investors.