The year to date has been dominated by geopolitical shocks, renewed fears of higher inflation, and fresh tests for the resilience of investment portfolios. In short, another year in the 2020s. It is clear that volatility is not going away; if anything, the pace of change looks set to accelerate. While this will mean further tests of resilience, for infrastructure investors this backdrop also creates a potential source of opportunity.
The first half of 2026 was dominated by global uncertainty, with markets rocked by political tensions, macroeconomic uncertainty, and seismic technological shifts. This continues a narrative seen since the start of the decade. But as an asset class, infrastructure has stood up to these tests and delivered sustained performance across the decade to date.
Click below to read the full article.
