This report, produced by UBS Asset Management’s Global Real Assets team, examines the strategic and investment case for infrastructure entering 2026 amid geopolitical fragmentation and market unease.
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Infrastructure fundraising reached a record in 2025, supported by easing rates, persistent inflation, and strong investor sentiment versus other private assets.
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Infrastructure is positioned as both a hedge and a geopolitical tool, underpinning energy security, AI expansion, and social cohesion.
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AI-linked infrastructure offers long-term opportunity, with energy constraints and regulation acting as natural risk dampeners.
The full report explores where disciplined capital can still find durable value.
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