Durable by design: infrastructure’s long-run resilience and outlook

April 2025

The private infrastructure sector has demonstrated remarkable resilience despite facing significant macroeconomic and policy challenges in recent years.

Looking ahead, the outlook for private infrastructure remains positive, driven by the potential for falling borrowing costs, significant policy support from both the US and EU governments, and a focus on traditional and new energy investments, renewable energy, AI, data centers, and digital infrastructure. While uncertainties remain, the combination of improving market and policy fundamentals suggests a bright future for private infrastructure in the coming years.

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