Infrastructure and Data Centers: Performance Trends and Investment Implications

Join us for the first session in our new webinar series dedicated to the infrastructure asset class. This series will regularly bring together voices from across the industry to explore its evolving role in investor portfolios, combining market insights with perspectives from practitioners and experts. Each session will highlight recent trends while diving deeper into key industry themes.

In this opening webinar, Will Robson, MSCI's Global Head of Real Assets Solutions Research, provides a brief overview of infrastructure performance using insights from the MSCI Global Private Infrastructure Asset Index, highlighting key trends, drivers of returns, and how infrastructure is positioned in a multi-asset context.

The session will then place a strong focus on one of the most dynamic and fast-growing segments within infrastructure—data centers. As demand for digital infrastructure accelerates, we will explore the key drivers shaping the sector, including cloud adoption, AI-driven demand, and increasing capital requirements. We will also look at regional dynamics, investment opportunities, and the challenges investors should be aware of.

Will is joined by Vlad Benn, Senior Policy and Research Manager at the Global Infrastructure Investor Association (GIIA), and Tania Tsoneva, Head of Infrastructure Research within the CBRE Investment Management Insights & Intelligence team, who will share their perspectives on how the data center landscape is evolving and what it means for institutional portfolios.

Join us to gain a clearer perspective on infrastructure performance, with a deep dive into the opportunities and challenges emerging within data centers.