Infrastructure Investor LP Perspectives
After a tough environment in 2024, there may be at last some light at the end of the tunnel, however, any fundraising recovery is likely to be of the green shoots variety, not a full bloom. And those shoots could wither in the face of further global economic or political shocks: 62 percent of LP respondents believe geopolitical uncertainty will have a significant impact on portfolio performance, up from 32 percent last year. Extreme market valuations and recession in core markets are the other big concerns. It’s still too early to celebrate a return to good times. These findings and more appear in Infrastructure Investor’s latest Perspectives report.