Investment in digital infrastructure, including data centres, fibre networks and connectivity platforms.

Infrastructure is increasingly being reassessed by investors as its role expands beyond a traditional defensive allocation.

While income and diversification remain central, long‑term structural trends are positioning infrastructure as a source of growth. Rising demand linked to digitalisation, electrification and energy security is reshaping the asset class.

Investment in digital infrastructure, including data centres, fibre networks and connectivity platforms, is accelerating alongside the growth of artificial intelligence and cloud computing. Demand for these assets is increasingly structural rather than cyclical.

At the same time, electrification and the energy transition are driving greater focus on transmission and storage assets, which are critical to system reliability and typically supported by stable cash flows.

Read the full insight from Payal Vasa, Manager, Real Assets, here.

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