The Evolving Infrastructure Landscape

As the need for substantial infrastructure investment is well recognized, infrastructure assets under management have grown steadily over the last 10 years. Some of the mega trends witnessed in the infrastructure landscape are driven by increased data consumption, US shale production, the growth of renewable generation and broad energy transition, eCommerce logistics and Electric Vehicles.

Today [infrastructure] investors are more focused on the characteristics of what they invest in and less on the definition [of infrastructure].

Philippe Camu

Global Co-head and Co-chief Investment Officer, Infrastructure Investment Group, Merchant Banking Division, Goldman Sachs