


The four corners of the infrastructure world
We previously focused on the investment potential of private infrastructure, spanning cutting-edge transport networks, transformative energy transition projects, data centres and essential services such as education and healthcare. We now move from the structural backdrop to the practical question of how investors can work through the variety of options available.
The structural case for infrastructure
Infrastructure is the world of energy grids, rail networks, water supply systems, mobile masts, and data centres that keep daily life running and our societies thriving. Private infrastructure brings these essential physical structures facilities and systems into focus.
Trouble in private credit paradise?
Private debt has evolved from a minor niche into a major segment of the global credit market. Two decades ago, this type of lending was seen as an under-the-radar alternative source of corporate funding with negligible volumes; now it is central to many institutional portfolios. Global private-credit assets under management are expected to exceed 2 trillion dollars in 2025. Projections point to 4.5 trillion dollars by 2030, making private credit the fastest growing segment of private markets. This expansion is being driven by strong investor demand, a shift in regulatory frameworks, and a growing preference over traditional bank lending.