Against a backdrop of soaring prices, supply chain challenges and reflection on the "energy transition," investors discussed the merits and headwinds of investing in resilient infrastructure assets during the 30 March Infralogic Investors Forum - New York.

Faced with hundreds of billions in investment needs, municipalities are looking more favorably at water P3s. But developers are not yet ready to go all in, Liam Ford reports.

As an asset class, infrastructure has always been sold to investors for its ‘resilience’. Then came COVID-19, which sent shockwaves through transport investments and the wider economy. Now, another test has arrived for infrastructure investors in the wake of the pandemic, for the first time in 10 years: inflation risk.

Digital infrastructure is having a moment. The pandemic has shed light on the importance of fast and reliable internet not only for employees stuck at home but also for global private and public investors.

Pension funds around the world are preparing to increase their allocations to infrastructure but the motivation is patchy, and the investment may be challenging. The financial returns published by pension funds in July and August proved that any losses they experienced in their infrastructure and real assets buckets as a result of the pandemic were either less than expected or have now returned to growth.