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Outlook & Opportunities: Infrastructure

Infrastructure has delivered stable, growing returns across market cycles for decades. Today, the definition of infrastructure is expanding, as supportive financial conditions and powerful secular trends are setting the stage for sustained growth.

Read Our 2026 Infrastructure Outlook

The $7 Trillion AI Infrastructure Opportunity

Artificial intelligence is set to be the most transformative technology in modern history. But realizing AI’s full potential to deliver unprecedented productivity gains depends on something solid behind the scenes: physical infrastructure.

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Owning Change in a Transforming World

Our 2026 Investment Outlook features insights from the CEOs across our global platform—including Infrastructure CEO Sam Pollock.

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May 2024

Our Approach to Infrastructure Investing

Hear from our strategy leaders on the megatrends driving infrastructure investment globally.

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Explore Our Infrastructure Business