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Schroders Greencoat Infrastructure Lens Q3 2025
Investor focus has switched to Core+ and Value Add strategies and fundraising is picking up after a prolonged slowdown. Deal activity remains subdued despite strong demand related to key themes, such as renewable energy and data centres, while performance across the asset class remains strong.
Čítať celú správuSchroders Greencoat Infrastructure Lens Q3 2025
14 strany
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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 Q3 2025 Infrastructure Lens are:
- LP demand has switched towards Core+ and Value Add strategies as investors search for higher returns. On a sector basis energy remains a key area of focus, with only digital infrastructure seeing more investors intending to invest further capital.
- Fundraising so far in 2025 has been concentrated in Core+ and Value Add strategies across Europe and North America, with fundraising picking up in 2025 after a prolonged slowdown.
- Dry powder remains low, even as AUM has risen overall, which continues to support recalibrated equity returns in what remains a buyers’ market. The current environment remains attractive for Core/Core+ strategies, with equity returns up by over 200bps since the beginning of 2023.
- Deal activity remains slightly subdued despite a spike in aggregated deal value in Q1 2025, while AI growth is boosting data centre demand with infrastructure funds responsible for most data centre transactions.
- Performance has remained consistently strong over multiple time periods, with Value Add returns coming to fore over shorter horizons and Core returns resilient.
- Proliferation of renewable energy largely driven within China and solar. US renewables facing headwinds following the passing of the 'Big Beautiful Bill', but will still be required to meet growing energy demand – and remain highly competitive in certain markets even without subsidies.
Čítať celú správuSchroders Greencoat Infrastructure Lens Q3 2025
14 strany
Profily autorov
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