Constructing the Future: Harnessing Infrastructure for Portfolio Resilience

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.