Constructing the Future: Harnessing Infrastructure for Portfolio Resilience

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This white paper by Neuberger Berman’s infrastructure team highlights how megatrends are reshaping infrastructure investment and its role in institutional portfolios.

  • Demand is accelerating, driven by digitalization, energy transition, supply chain reconfiguration, and urbanization, with private infrastructure AUM reaching $1.5 trillion in 2024.

  • Infrastructure offers long asset life, inflation-linked revenues, and stable cash flows, supporting diversification and resilience in volatile markets.

  • Co-investments and secondaries remain underutilized tools that enhance cost efficiency, flexibility, and access to cash flows.

Explore the full report for insights on building future-ready portfolios that balance stability with growth opportunities.

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