IN FOCUS6-8 min read
Schroders Greencoat Infrastructure Lens Q1 2026
Fundraising is recovering, AI is reshaping infrastructure demand and resilient returns continue to support investment opportunities across an increasingly selective infrastructure landscape.
Read full reportSchroders Greencoat Infrastructure Lens Q1 2026
12 pages
Authors
S
The Schroders Greencoat Infrastructure Lens provides a data-driven guide to the global private infrastructure equity market each quarter, covering fundraising, deal activity and performance trends, as well as key updates on the renewables and energy transition segments.
Key takeaways from the Q1 2026 Infrastructure Lens are:
- Fundraising momentum is returning, with a rebound driven by Core+ and Value Add strategies across Europe and North America, although investor selectivity remains high and annual totals have been supported by a small number of large funds.
- Transaction volumes remain subdued amid renewed volatility, but capital continues to target high-quality assets, with higher interest rates and lower dry powder creating a buyers’ market.
- Recent interest rate cuts have paused as central banks respond to renewed inflationary pressures linked to oil and energy prices, while dry powder may begin to rise again from a low base.
- AI-driven growth is accelerating demand for data centre infrastructure, with larger transactions pushing aggregate deal values to record levels in 2025.
- A resulting step-change in power demand is reinforcing long-term investment needs across the energy value chain, while rising volatility is accelerating battery energy storage system (BESS) deployment.
- Infrastructure continues to demonstrate resilient returns, delivering sustained performance across multiple market cycles.
Read full reportSchroders Greencoat Infrastructure Lens Q1 2026
12 pages
Subscribe to our Insights
Visit our preference center, where you can choose which Schroders Insights you would like to receive.
Authors
S
Topics