Coverage, charts, video and research on Infrastructure for universal owners.
Energy transition infrastructure spans the generation, grids, storage and electrified demand of a lower-carbon energy system. Global investment passed two trillion dollars a year in the mid-2020s. Here is what it covers and why it suits long-horizon owners, with dated figures.
Inflation-linked, long-duration, and increasingly data-driven. Why asset owners are reclassifying infrastructure as a core holding.
The transition is a multi-trillion-dollar capital-formation problem. For universal owners it is an allocation question, not a slogan.
Research, charts, video and podcast analysis for the institutions investing at the scale of the world.
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