insights

What investors need to know about infrastructure

  • Infrastructure provides essential services across sectors like transportation, utilities, digital infrastructure, and renewable energy.
  • The asset class offers attractive risk-adjusted returns and low volatility, with historical outperformance over public benchmarks.
  • Infrastructure assets can serve as a natural hedge against inflation due to contractual inflation linkages.
  • Private infrastructure bridges the gap between private equity and private credit: it offers yield + inflation protection + stability, making it a valuable diversifier.
  • The rise of AI and clean energy is accelerating demand for digital and renewable infrastructure.
  • Secondaries offer liquidity, diversification, and enhanced return potential in a constrained exit environment.
  • Pantheon’s platform provides differentiated access, deep expertise, and a robust investment process tailored to private wealth and institutional investors alike.

As global trends like decarbonization, digitization, and deglobalization reshape markets, infrastructure stands out as a cornerstone of resilient portfolios.

Our latest report explores why infrastructure is increasingly vital for private wealth and institutional investors — offering inflation protection, attractive risk-adjusted returns, and diversification that bridges private equity and private credit.

Click here to read the paper