Alter Domus - Global Infrastructure Outlook 2025
An intriguing aspect is the projection that infrastructure assets under management (AUM) have grown at a compound annual rate of 16% since 2010, surpassing US$1 trillion, with expectations to reach US$1.8 trillion by 2026. This underscores the escalating investor interest in infrastructure as a resilient asset class.
The campaign emphasizes that infrastructure assets, such as utilities and transport networks, offer essential services with predictable, long-term cash flows, making them attractive to institutional investors seeking steady returns and diversification.
The campaign primarily targets long-term institutional investors, including pension funds and sovereign wealth funds, aiming to diversify portfolios with assets that offer inflation protection and stable, uncorrelated returns.
TARGET AUDIENCE
About the
Campaign -
An intriguing aspect is the projection that infrastructure assets under management (AUM) have grown at a compound annual rate of 16% since 2010, surpassing US$1 trillion, with expectations to reach US$1.8 trillion by 2026. This underscores the escalating investor interest in infrastructure as a resilient asset class.
Core Theme of the Campaign -
1. Stable Cash Flows: Infrastructure assets like utilities and transport networks provide essential services, leading to consistent and predictable income streams.
2. Inflation Protection: Many infrastructure investments have contracts with inflation-adjustment mechanisms, helping to shield returns from rising prices.
3. Low Correlation: These assets often have low correlation with traditional investments like stocks and bonds, offering diversification benefits.
4. Long-Term Horizon: With asset lifespans extending over decades, infrastructure investments align well with the long-term goals of institutional investors.
5. Growing Demand: Global infrastructure needs are expanding, presenting ample opportunities for investment in new projects and upgrades.
6. Public-Private Partnerships: Collaborations between governments and private investors are becoming more common, sharing risks and benefits in infrastructure projects.
7. Resilience: Infrastructure investments have shown resilience during economic downturns, maintaining steady performance when other asset classes may falter.
8. Sustainability Focus: There's a growing emphasis on sustainable infrastructure, aligning investments with environmental, social, and governance (ESG) criteria.