🌐 Mega-trend Report 3: Deglobalisation – Fueling emerging infrastructure We’re excited to share the third report in our series on the mega-trends shaping infrastructure investing. Beneath the headlines of a changing global order, a new investment dynamic is emerging: deglobalisation is reshaping infrastructure in the world’s fastest-growing regions. In the latest of our mega-trend series, we reveal how the scale and agility of emerging markets are fueling the infrastructure of tomorrow. 📘 Missed our first two reports? You can download them here: https://lnkd.in/ehdpp9T7 Capital at Risk. For professional investors only. #infrastructure #deglobalisation #megatrends

What has made infrastructure stand out as an essential asset class this year? In their latest white paper, Charlotte Dewynter, UBP's Head of Infrastructure, and Giacomo Dileo, Private Markets Analyst at UBP, explore the transformative potential of infrastructure investments, focusing on key sectors and trends that are shaping the future. Read their insights here. https://lnkd.in/gsT56VPn #TheDriveYouDemand

Roughly 75% of small-cap revenue is generated right here in the U.S. As reshoring and domestic investment accelerate, investors may find asymmetric upside hiding beneath the mega-cap headlines. Source: Infrastructure Capital

🌍 Market Performance Insight: The global infrastructure sector delivered a 13% return in 2024 — its best year since 2007. 🚀 From energy and transport to digital connectivity, this sector’s resurgence proves that long-term assets build lasting value. At XII Capital, we identify performance trends early — helping clients grow with the world’s most resilient sectors. #MarketPerformance #GlobalInfrastructure #InvestmentInsights #WealthBuilding #SmartInvesting #XiiCapital #12PercentReturns

Global business leaders anticipate accelerated growth across finance, technology, energy, and real estate sectors in 2025, driven by innovation and cross-market investment. #globalnews #marketinsights #businessnews #finance #technology #energy #realestate #trendanalysis #cosmopolitanthedaily #businessawards #globalmarkets #internationalnews https://lnkd.in/gdSpSYJC

Infrastructure Investment in 2025: Current Sentiment and Key Trends After a tough 2024, the sector is showing signs of resilience and a cautious but growing optimism in key markets like North America and Europe. Our latest Infrastructure Investment Outlook 2025 explores the current state and what lies ahead for global infrastructure investors: 🔹 M&A volumes were down last year, with investors expecting some growth in 2025 🔹 Energy transition, transportation decarbonization, and circular economy themes remain central 🔹 Fundraising for value-add strategies grew 3.5x year over year Want to see what’s driving investor sentiment and which sectors are leading the rebound? Download the full outlook on our website: https://okt.to/I9KTgk #InfrastructureInvestment #MergersAndAcquisitions #RolandBerger Martin Weissbart Hrishikesh Potey Siongkoon (SK) Lim

Why focus so much on infrastructure in a volatile market? Understanding the underlying infrastructure helps to assess the viability of the market. Major infrastructure investments signal commitment and long-term viability, especially in digital assets. These moves provide assurance that the market is here to stay. Infrastructure developments reduce perceived risk, allowing for a more informed investment approach. It's about quantifying and managing risk effectively. #Infrastructure #DigitalAssets #RiskManagement #MarketAnalysis #InvestmentStrategy

With R1 trillion in infrastructure investment projected in the years ahead, the opportunity is clear. The key question is timing. KGosi Rahube, our Senior Domestic Equity Analyst, explores the implications for investors and what to watch next. Read the full article: https://lnkd.in/d8NMYHuR #ItsPersonal #Equity #Investments #Infrastructure

💰 The $1.3 trillion question: How can we scale capital to EMDEs? During a panel discussion with Cristna Reis, Bertrand Millot, Avinash Persaud, Rachel Kyte, Antoine Gérard, moderated by Nathan Fabian, we launched two new reports:  📄 Investment flows to the net zero transition: Progress and policy needs  📄 Who invests and how? Unlocking and mainstreaming institutional investment flows to EMDEs    The reports look at progress in finance flows for the transition and explore practical ways to mobilise private capital, overcome barriers, and scale sustainable investment across emerging and developing markets. Read them now: Who invests and how?: https://lnkd.in/e3Hw49qz Investment flows to the net zero transition: https://lnkd.in/ePhcBPup   #PRIinPerson #ResponsibleInvestment #SustainableFinance #EMDE #NetZero

💰The 1.3trn question - can we reach this EMDE climate finance goal? "Yes" was the clear answer from our eminent panel at #PRIinPerson yesterday. Progress is visible, but reaching the goal will require us to collaborate more and take a much more granular and targeted approach. With this in mind, Principles for Responsible Investment yesterday launched a new report - co-authored by myself and Andrea Webster - exploring how we can help mobilise capital by better targeting the right type of investors with the right type of action. It breaks down the diversity of institutional investors for policy makers into five new archetypes to help target and match investment flows to EMDE financial systems and opportunities. 1. Domestically-focussed 2. Commercially global 3. State-aligned large-scale 4. Highly-regulated retail focussed 5. Nimble Entrepreneurial Based on investors insights and drawing on the archetypes, it also poses a range of solutions across 5 key areas for policymakers, MDBs/PDBs and for investors themselves. 🗺️ Better match and map institutional investors to EMDE capital needs 🪙 Signal and Support Domestic Financial Market Development 🍃 Champion Innovation in Instruments and Asset Classes 🏛️ Strengthen Economic and Investment Incentives 🛣️ Improve Access for EMDE Companies in Global Financial Systems. Read the full report: "Who invests and how? Unlocking and Mainstreaming Institutional Investment Flows to EMDEs": https://lnkd.in/e3Hw49qz #PRIinPerson #ResponsibleInvestment #SustainableFinance #climatefinance #EMDE #NetZero Nathan Fabian Tamsin Ballard Andrea Webster Rebecca Chapman Jo W. Marcelo Seraphim Lizeth Palencia Margarita Pirovska Simon Whistler