Market Research
Infrastructure Quarterly
June 24, 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.
Q2 2025
In our second quarter edition, we explore the resilience and adaptability of infrastructure markets in the face of market volatility and global trade uncertainty. Despite challenges, capital inflows and greenfield deal activity in data centers and renewable energy are on the rise. We examine the opportunities and risks in this complex environment, and speak with a global forecasting firm, Oxford Economics, about the potential impact of an escalating tariff war.