The Editorial Advisory Board of Institutional Investing in Infrastructure (i3) convened on Nov. 6–8 in San Diego. Prior to the meeting, attendees were asked to share questions they have for each other regarding concerns they are dealing with at their organization and the challenges that keep them up at night. These questions form the basis of the “Food for Thought” that is shared with members of the board. The ensuing discussions built off these topics help guide this publication’s editorial content for the year ahead. Here are some of the key themes at top of mind for investors, managers and consultants moving into 2024.
Macro trends. With the current high inflationary environment, what are the expectations from infrastructure? How do investors deal with concerns related to inflation, high interest rates and political instability? What are some of the sectors and strategies that are positioned to succeed in the macroeconomic and geopolitical