
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

Macro and endowment view

Private equity

Private credit

Emerging market sovereign debt

Real estate

Hedge funds

Insurance-linked strategies

Impact investing

Audiobook