Listed Infrastructure Investments - Articles & White Papers

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.

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.

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.

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.…

As the low-carbon transition progresses, investors are increasingly incorporating climate considerations into portfolio construction, seeking to balance risk management with long-term opportunity capture.

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

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.

Public-private partnerships (PPPs) have been deployed across more than four decades and dozens of national contexts as a primary tool for closing infrastructure gaps without exhausting public budgets. Their record is mixed and it's important to understand why outcomes vary.

Europe's energy transition has evolved from a sustainability initiative into an urgent push for energy independence, driven by ongoing geopolitical tensions. Joost Bergsma of Nuveen Infrastructure argues that while the benefits of clean energy are clear, stronger political support and realistic investor returns are…