Infrastructure Quarterly: Q4 2025
This report was produced by CBRE IM, a member of IPFA.
The global economy remained surprisingly resilient so far in 2025 in an environment of disruptive trade policies and AI-driven technological advancement.
Frequently asked investor questions include:
- As public equity markets ride the AI tech wave, what role does private infrastructure play in providing broader diversification?
- With strong fundraising momentum and deal activity, which infrastructure sectors and regions are claiming the lion’s share?
- What are the main risks to the forecasted power demand growth, global trade and AI adoption?
In this year-end edition, CBRE Investment Management’s senior leadership leverage Google Trends to reveal the general public’s interest in search terms such as inflation, tariffs, AI and data centers, providing their prediction on how these terms will evolve in 2026.
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