According to Gianluca Minella, head of research at InfraRed Capital Partners, we have entered a new phase in the geopolitical and policy landscape, bringing a fresh layer of uncertainty but also opening the door to new opportunities. Two forces are shaping the outlook for infrastructure for the rest of 2025: the shift in the perceived macroeconomic environment and the apparent stabilization of infrastructure transaction pricing and performance.
In a sponsored report published in the July/August issue of Institutional Investing in Infrastructure (i3), Minella outlines strategies to take advantage of these two forces, with geographical diversification leading the way. To access a pdf of the sponsor interview, click
