The current market offers compelling middle-market infrastructure investment opportunities in the digital, transportation, energy transition, and waste and water subsectors, according to Michael Ryder and John Ma, North American co-heads with Igneo Infrastructure Partners. In an interview published in the February 2024 issue of Institutional Investing in Infrastructure (i3), Ryder and Ma discuss the trends that will impact the infrastructure market in 2024, including onshoring, the U.S. election year, artificial intelligence and value creation.
Referring to the digital space, Ryder says, “A degree of realism has returned to the market, with significant demand growth still projected for the next 10 years, as faster connectivity, the need for denser networks and increased data storage are required to satisfy the growth driven by AI and other data trends.”
“In renewables and energy transition, strong underlying tailwinds continue, driven by the pace and lev
