Infra’s $1.2trn fundraising comeback – but who really wins?

In this episode, Bruno Alves, Infrastructure Investor’s editor-in-chief, sits down with Americas editor Zak Bentley.

They start with the latest Infrastructure Investor 100 ranking (infrastructureinvestor.com/ii-100-gip-v-brings…) of the world’s largest managers, and analyse what it tells us about the evolving shape of the global infrastructure market. With a total of $1.2 trillion raised over the last five years, the numbers point to a strong recovery – but also highlight just how concentrated the industry has become, with a handful of large-cap managers commanding the lion’s share of capital.

They also unpack our latest quarterly data on fund performance (infrastructureinvestor.com/by-the-numbers-the-…), highlighting the dispersion between top- and bottom-quartile funds that challenges infrastructure’s reputation as a consistently defensive asset class.

Finally, they touch on how strategies are evolving to reflect the digital capex supercycle we find ourselves in.