Institutional Investing in Infrastructure

December 1, 2025: Vol. 18, Number 11

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From the Current Issue

Infrastructure

Changing tides: As the world splits into regionally defined energy systems, investors must focus on where durable demand intersects with strategic sovereign priorities

Global energy markets are shifting toward distinct regional models, shaped by changing priorities around affordability, reliability and security. These shifts reflect the political outcomes of the 2024–2025 electoral cycle, complex geopolitical pressures and a rapid increase in electricity demand driven by advances in artificial intelligence technology.

Infrastructure

Transportation systems roll into the future: They promise to be fast, efficient and autonomous

It wasn’t that long ago that electric cars were cutting edge, radical even. And certainly, driverless cars and food-delivery robots were a thing of cartoons like The Jetsons. But today, even the postal service has gone electric, with $9.6 billion of funding allocated to cover the cost of purchasing more than 66,000 electric vehicles and building the charging infrastructure to support them by 2028.

Infrastructure

The digital allocator’s edge: Modernizing the architecture of investing

Private markets investing today is a study in contrast. It is an industry that invests heavily in digital innovation yet still operates on analog systems. Most investors receive PDFs for investment updates and use spreadsheets for analysis, relying on fragmented, lagged data for oversight. The result is a partial view of performance and exposure, forcing investors to spend more time piecing information together than drawing conclusions from it.

Infrastructure

Emerging market focus: Vietnam

In the face of global uncertainty, the Vietnamese economy has continued to demonstrate resilience and growth. And the country has not shied away from infrastructure development either.

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