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2026 Midyear Investment Outlook
Asia ex-Japan, Institutional
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Article
5 min
Can infrastructure investors pair growth and stability?
Global Industry Analyst Tom Levering and Investment Director Joy Perry discuss why investors in infrastructure do not need to choose between growth and stability and how to seek exposure to both.
5 min
Article
2027-10-01
Article
5 min
US utilities: What data center politics could mean for investors
Rising US data center electricity demand is fueling new opportunities for utilities as well as political pushback in this US midterm election season. Learn how regulation, affordability, and grid pressures could potentially affect investors.
5 min
Article
2027-09-28
Article
4 min
Hail Mary in power markets — why the energy transition is an infrastructure investment case
Negative electricity prices across European power markets are more than a technicality, they're a sign of a deeper shift in the structure of the energy market. For active investors, this is changing where value is created.
4 min
Article
2027-05-31
Article
4 min
A generational opportunity in publicly listed infrastructure?
What makes the current outlook for publicly listed infrastructure so compelling? For Portfolio Manager Tom Levering and Investment Director Joy Perry, the answer lies in strong demand dynamics, healthy return potential, attractive valuations — and burgeoning support from private capital.
4 min
Article
2027-03-31
Article
7 min
Power play: Building the case for infrastructure in 2025
The long-term case for listed infrastructure remains compelling. But could near-term catalysts, such as nuclear and natural gas, also drive performance in the short term?
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7 min
Article
2026-02-28
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