Presented by
Tom Toth, Manoj Patel, Andrew Maple-Brown, Philip Lawlor
Macro Disruptions, Mega Opportunities: Infrastructure Investing in a Turbulent 2025
About this talk
With electricity demand surging due to the rise of AI and data-intensive technologies, the reshoring of industrial activity reshaping supply chains, and the explosive growth of digital infrastructure, 2025 presents unprecedented opportunities and challenges for global infrastructure investors. Whether you're navigating the intricacies of global utilities, uncovering opportunities in transportation networks, or seeking to capitalize on the digital revolution, this webinar will equip you with the insights needed to stay ahead. This expert-led discussion will explore:
• Global Market Dynamics, Geopolitical Drivers, and Trump 2.0: How macroeconomic trends and geopolitical shifts are shaping global listed infrastructure opportunities across regions.
• Bridging the Gap – are infrastructure earnings poised for a valuation rebound
• Reshoring and Industrial Onshoring: The investment implications of shifting global manufacturing hubs and the infrastructure needed to support them.
• The Digital Boom: Uncovering and capturing the rapid expansion of data centers and communication networks.
Wilshire Indexes
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Insights from Wilshire Indexes
Wilshire Indexes is a global benchmark platform that provides institutional investors, asset managers and retail intermediaries unmatched flexibility in solving benchmarking, portfolio construction, and risk management challenges. Transforming the way investors use benchmarks to meet their objectives, Wilshire Indexes provides global coverage of the markets through the leading FT Wilshire Index Series. Combining new technology and modular products in a growth-aligned commercial model designed for collaboration, efficiency, and speed to market, Wilshire Indexes offers a completely new way to work with an index provider.