30 Minutes with… 2025 Infrastructure Investment Outlook
Infrastructure investors are digesting the outcomes of an election-packed year in an environment of escalating geopolitical conflicts, higher-for-longer interest rates, and rapid structural shifts. How is infrastructure positioned in the baseline macroeconomic scenario for 2025, and which investment strategies will prove most viable?
The next decade is a turning point for infrastructure with an investment super-cycle expected in power grids, renewables, data centers and more to support an accelerating digital transformation and the drive for net zero. Could political changes post the 2024 elections trigger lasting effects on the pace of investment in AI or clean energy?
Our panel of infrastructure research specialists discussed the investment outlook for 2025 focusing on the implications for key regions and infrastructure sectors.
Speakers:
– Tania Tsoneva, Head of Infrastructure Research, CBRE Investment Management
– Richard Marshall, Head of Infrastructure Research, DWS
– Gianluca Minella, Head of Infrastructure Research, InfraRed
– Jaimala Patel, Head of Strategic Research & Analytics, QIC
This webinar is part of our global webinar series 30 MINUTES WITH… where we explore the latest developments in infrastructure investment worldwide.