Infrastructure investment has grown from a focus on traditional physical infrastructure to increasingly encompass the green transition and social equity.

This new CIO Special on one of our long-term investment themes looks at possible future developments in the sector, based on the four key themes of resilience, sustainability, innovation and inclusivity. 

 

We consider:

  • How infrastructure development assessment will change
  • Key future development areas and the importance of emerging markets
  • Why investors need to take a more differentiated view

 

We also discuss the possible benefits of infrastructure investment to a portfolio and how sectoral developments could affect these.

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Our CIO Special is now available to download. Please refer to the Important Information at the end of the report for disclosures and risk warnings.

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