AMP Capital's global infrastructure securities capability has attracted over $1 billion in funds under management since August 2010.
According to AMP Capital, much of the funds have flowed from Japanese and American retail investors and European, Canadian and American institutional investors.
AMP Capital senior analyst Sarah Shaw said investors are embracing global infrastructure securities as an asset class because they provide attractive fundamentals - particularly the return potential associated with infrastructure investment.
"With resilient earnings, strong corporate balance sheets and supporting yields, the asset class is well positioned to provide investors stable and defensive returns despite ongoing macro concerns and market volatility," Shaw said.
AMP Capital estimates that there is a $25 trillion gap between what countries expect to pay for infrastructure and what is actually required.
This estimate extends to both emerging markets building new infrastructure and supporting domestic development, and developed countries which are either replacing or expanding existing infrastructure, AMP Capital stated.
"Increasingly the onus is on the private sector to undertake infrastructure projects as governments come under increased budget constraints," Shaw said.
"Investors who provide capital for these essential services can be potentially rewarded with attractive investment returns."
The lower outlook for inflation has set the stage for another two rate cuts over the first half of 2026, according to Westpac.
With private asset valuations emerging as a key concern for both regulators and the broader market, Apollo Global Management has called on the corporate regulator to issue clear principles on valuation practices, including guidance on the disclosures it expects from market participants.
Institutional asset owners are largely rethinking their exposure to the US, with private markets increasingly being viewed as a strategic investment allocation, new research has shown.
Australia’s corporate regulator has been told it must quickly modernise its oversight of private markets, after being caught off guard by the complexity, size, and opacity of the asset class now dominating institutional portfolios.