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BlackRock: Structural forces to expand infrastructure universe in 2026
Research - DECEMBER 8, 2025

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BlackRock: Structural forces to expand infrastructure universe in 2026

by Andrea Zander

In 2026, private markets are forecasted to reshape infrastructure development, business financing and portfolio diversification, according to BlackRock’s recent 2026 outlook.

Structural forces — including digitalization and artificial intelligence (AI), the shift toward a low-carbon economy, and demographic change — are expanding opportunities, particularly in private infrastructure.

In addition, global real estate has reset, with residential, industrial and specialized sectors such as data centers leading activity.

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