Listed Infrastructure Investments - Articles & White Papers

This report analyzes trends in institutional portfolios and allocations by region, type and size of institution. It includes responses from 142 institutional investors in 26 countries. The 2026 participants hold total AUM exceeding $11.5 trillion and have portfolio investments in infrastructure exceeding $590 billion.

Mark Baribeau, CFA, Head of Global Equity at Jennison, challenges common misconceptions and shares his views on today’s AI investment landscape, from inflecting demand and valuations to emerging opportunities and key risks across the AI value chain.

Amid the most consequential IPO wave in years and transformative generational demand for electricity in the infrastructure space, the divergence of equity market narratives and intrinsic value makes disciplined active management a powerful tool for balancing risk. Discover insights in Nuveen's equities market outlook.…

You could be fooled into thinking that the AI boom is all about NVIDIA, OpenAI, Anthropic and the hyperscalers. Fortunately for investors, AI is about a lot more. One area AI is stimulating is power, and the hard assets of essential infrastructure – assets which Goldman Sachs refers to as HALO (Heavy Assets, Low Obsolescence…

Lo and behold, another second-quarter stock market comeback. After a shaky start to 2026, Morningstar Indexes pointed out that stocks have a habit of stumbling early then finding their footing. It happened in 2018, 2020, and 2025.

Manufacturing is still dominated by fossil fuels, which makes it highly polluting but also exposed to costly and unpredictable energy shocks. Meanwhile, physical AI promises to not only improve output, but also advance electrification, energy-efficiency and the broader energy transition.

Nuveen's latest Energy Infrastructure Credit outlook explores the powerful forces reshaping America's energy landscape and the compelling opportunities they create.

The environmental transition is entering a new phase increasingly defined by capital deployment, rather than only by policy ambition. After years of underinvestment in energy systems, industrial assets and resource infrastructure, governments and companies are being forced to rebuild parts of the physical economy.…

AI is becoming an enabler of significant cost savings and revenue generation across industries, fuelled by massive global investments in infrastructure and technology. Its continued development will create winners and losers – for investors, identifying resilient, adaptable companies capable of integrating AI is essential.…

Whether evaluating private markets allocations or refining portfolio construction, this paper provides a clear framework for understanding infrastructure’s role.

As financing gaps widen and strategic priorities shift, infrastructure offers a compelling lens through which to assess long-term economic transformation – along with the investment opportunities it may create.