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From the Current Issue

Coming of Age: As infrastructure matures and expands, the asset class is requiring greater sophistication from investors

by Alex Frew McMillan

Two decades ago, infrastructure didn’t even command its own allocation at all but a very few pioneering pension funds. Even 10 years back, it was often grouped among other “alternatives” in investor portfolios and was typically afforded a target of something like 4 percent to be invested in toll roads, power-generation infrastructure and gas pipelines. But times have changed.

From the Current Issue

The scramble for electrons: Will investors choose “all of the above” when it comes to energy?

by Tyson Freeman

The common assumption of energy and infrastructure investors in the early 2020s was that, overall, energy load growth was modest, renewables were being developed and were increasingly price competitive, gas was displacing coal, and aging fossil fuel plants would be retired as cleaner sources came online. The recent surge in global demand for reliably delivered electrons has dashed those assumptions.

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From the Current Issue

Midyear momentum: Market fundamentals continue to improve amid global uncertainty

by Richard Marshall

Infrastructure entered the second half 2026 from a position of relative resilience, but with a more cautious investment tone than appeared likely at the start of the year. The asset class continues to benefit from defensive demand characteristics and exposure to structural investment themes; however, renewed geopolitical disruption, energy-market volatility and a higher-rate environment have tempered the previously more positive outlook for growth, valuations and market activity.

From the Current Issue

European hydropower in the age of climate change: Why changing rainfall patterns increase the value of local expertise, active asset management and diversified portfolios

by Andreas Grassl

Hydropower has supplied electricity in Europe for more than a century. Its core technology is mature; many plants have been operating for decades, and established sites can remain productive far longer than most other renewable-energy assets. Climate change does not invalidate this investment case, but it changes the way hydropower plants must be assessed and managed.

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