2024 has seen a flurry of infrastructure investment activity. From allocating capital to megatrends such as digitization to more essential infrastructure projects that focus on water and waste management, investors have shown an increased appetite for the asset class. We expect this trend to continue and would point to a few key themes that we believe make private infrastructure well positioned for long-term success.

Trends, challenges and opportunities

While there are a number of megatrends shaping private infrastructure, it is important to point out infrastructure opportunities vary by asset, region and market segment. We look to North American and Western European assets in the middle market, where deal dynamics are especially cruc