Market Research
Infrastructure Quarterly
March 30, 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.
Q1 2026
This year's first edition of the Infrastructure Quarterly explores the resilience of infrastructure as a defensive asset class, driven by megatrends like AI and decarbonization, which are shaping growth opportunities in digital infrastructure, power and utilities, and renewables. Despite near-term geopolitical uncertainties, infrastructure investment continues to increase, with a record level of fundraising and deployment activity, offering consistent performance and inflation-linked returns. However, investors are prioritizing portfolio diversity, liquidity and exits, amidst geopolitical tensions and market dynamics that create challenges, but also significant opportunities in these segments.