Institutional Investing in Infrastructure

February 1, 2025: Vol. 18, Number 2

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From the Current Issue

Infrastructure

Building a smarter future: Investors look to capitalize on the value-creation potential of AI in a new era of Infrastructure 2.0

Artificial intelligence (AI) is being touted as a game changer for just about everything it touches. For infrastructure, it has broad potential to increase productivity and efficiency, create value and better manage risks. At the same time, AI has unleashed Infrastructure 2.0 and a new era of investment opportunities related to the voracious demand for digital infrastructure.

Infrastructure

The hype and promise of nuclear fusion: Money is flooding into the space in pursuit of bringing the revolutionary technology to market, but decades of R&D have yet to yield a sustained fusion reaction, let alone a single power plant

Fusion has been the holy grail of energy for more than 50 years. It is the field of research striving to replicate the physics of the sun, whose core burns at 27 million degrees Fahrenheit. Fusion’s financial potential has made it impossible for institutional investors and American billionaires to ignore.

Infrastructure

Powering returns: Why noninvestment-grade energy infrastructure debt now?

Historically, infrastructure financing has largely been provided by banks and the investment-grade debt market. Increased regulatory pressures have caused banks to retreat from lending, while infrastructure spending has experienced tremendous growth due to these two megatrends. We believe noninvestment-grade private debt capital can help fill this void by providing flexible and bespoke financing solutions.

Infrastructure

Electric avenue: 10 EV stories that defined 2024

2024 was a big year for electric vehicles. Sales are rising, battery prices are dropping, and the sales forecasts are rising, thanks to huge sales in China, South Korea and North America. On the flip side, legacy automakers are backing away from their EV targets, and the U.S. election is sending a president with a litany of complaints about clean cars back to the White House.

Infrastructure

Shop talk: A conversation with Peter Sibley

Kali Persall, editor of Institutional Investing in Infrastructure (i3), recently interviewed Peter Sibley, the divisional director, nuclear, at Hydrock, now Stantec, about nuclear’s role in powering the data center industry.

Infrastructure

A whole new world: Don’t you dare close your eyes

With the growth in the DB pension fund market slowed to a trickle and in some cases starting to shrink, and limited access to the much faster growing DC pension fund market, most real estate investment managers in search of new markets for their investment management capabilities have been turning to the individual investor market (frequently referred to as “the retail market”).

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