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Infrastructure

Digitization and energy transition drive growth

Infrastructure plays a crucial role in institutional portfolios, offering stable returns, potential inflation protection and diversification. In this video, we discuss how megatrends like decarbonization, digitization and demographic changes are driving growth across sectors such as renewable energy and data centers, while highlighting key risks and opportunities for investors.

Additionally, you can choose your preferred format to access the insights — download the presentation as a PDF, order a hardcopy, or listen to the audiobook version further below.

Listen to the audiobook

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Macro and endowment view

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Private equity

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Private credit

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Emerging market sovereign debt

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Real estate

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Hedge funds

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Insurance-linked strategies

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Impact investing

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Audiobook