The [i3] Infrastructure 2.0 Forum held in Melbourne brought industry leaders together to discuss the next frontier of infrastructure investing. With core assets becoming scarcer and competitively priced, investors are venturing beyond core into core-plus, value-add, and adjacencies.
The discussions centred around the investment opportunities driven by the interconnectivity of AI infrastructure and renewable energy, structuring effective partnerships and active management for long-term value creation. Looking beyond megatrends, speakers also explored how the circular economy and natural capital initiatives can achieve the dual objective of returns and sustainability.
With infrastructure moving up the risk-return spectrum, the forum offered investors valuable insights into how investors are structuring robust portfolios that can deliver resilience and returns for the long term.
