Infrastructure in a more selective world
We are pleased to share InfraRed’s H2 2026 Strategic Outlook, setting out our latest views on the infrastructure investment landscape.
One of the key themes highlighted in the report is the bifurcation of infrastructure megatrends, with energy markets currently shaping regional divergence. Among other changes, we are seeing lower energy costs in North America helping drive data centre deals, while higher costs in Asia and Europe are resulting in a greater focus on energy security and electrification.
At the same time, a higher‑for‑longer inflation and interest rate environment is driving demand for higher‑return strategies, with capital increasingly focused on the mid‑market. Infrastructure performance remains positive, supported by stable, inflation‑linked revenues, even as return dispersion widens across strategies and sectors.
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