Our 2022 Survey gives a comprehensive overview of the world's leading institutional investors in the infrastructure sector, providing insights into their investment strategies, geographic preferences, and future plans, highlighting the growing importance of real assets and infrastructure as asset classes to institutional investors seeking long-term, stable returns.

Dark clouds over China’s property market in the past year have obscured a brighter picture elsewhere in Asia. While inflation is a factor, capital dislocations are helping unlock discounted opportunities region-wide. Stable, developed markets hold the promise of strong risk-adjusted returns, and key sectors like digital infrastructure and renewables retain huge runways for growth. We explore the critical issues facing investors in the world’s most dynamic region.

Farmland in the US is valued at over $3trn and many institutional investors have begun incorporating it into their investment portfolios. We’ll provide an educational overview of agriculture in the US, including investment methods, return dynamics and past investment performance, providing a complete introduction to investing in US farmland as an asset class.

Infrastructure investments have been the traditional play during inflationary periods,  but is this time different? As volatility returns, interest rates rise and the risk of a recession increases, we’ll discuss whether or not infrastructure still plays the same role in institutional portfolios.

High Flow-Through (HFT) real estate – transportation-oriented logistics assets that facilitate the efficient flow of goods through the supply chain – is a growing area within Europe’s industrial and logistics real estate sector.  What differentiates HFT assets from traditional industrial and warehouse assets and why do the sub-sector’s key characteristics make it suitable for institutional investors?