Evolution of Infrastructure Investing

Infrastructure investing has transformed significantly over the past two decades, evolving from a seemingly stable asset class focused mainly on physical assets like ports to a more dynamic and diversified approach. The aftermath of the Global Financial Crisis highlighted vulnerabilities in traditional models, prompting investors to rethink risk and return expectations. Nowadays, there is a notable increase in appetite for value-added and core-plus investments, moving away from traditional core models, which are characterized by lower risk and moderate returns. This shift has led to a surge in assets under management, indicating strong demand for innovative infrastructure solutions that align with today’s economic and environmental challenges.