Infrastructure investment is expected to grow due to long-term trends that support the asset class. However, investors should be cautious and avoid following the crowd, especially in sectors that are currently popular.

The potential for a nuclear renaissance depends on the development of a comprehensive ecosystem, which includes various aspects such as nuclear fuel production, waste management, and engineering services.

Infrastructure debt remains attractive due to strong fundamentals despite challenging economic and political conditions. As the market evolves, stakeholders should carefully consider opportunities in private markets and ensure that their investment processes are strategic and well-informed.