Inside the Evolving Infrastructure Opportunity Set
For investors, the convergence of digitalization, deglobalization and decarbonization is unlocking a large-scale opportunity to capture stable cash yields and long-term value from the backbone of the global economy.
Top Insights
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.
Investment Highlights
FirstEnergy Transmission: A premier electric transmission platform
Deal Debrief: NGPL
Providing Critical Logistics to Support Economies
Critical First and Last-Mile Rail Connections
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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General Disclosures
All investing involves risk. The value of an investment will fluctuate over time, and an investor may gain or lose money, or the entire investment. Past performance is no guarantee of future results.
Infrastructure companies may be subject to a variety of factors that may adversely affect their business, including high interest costs, high leverage, regulation costs, economic slowdown, surplus capacity, increased competition, lack of fuel availability, and energy conservation policies.
Assets shown are for illustrative purposes only. There is no assurance that similar investments or results will occur in the future.