The H1 2023 Investors Report by Infrastructure Investor underscores a significant shift in the infrastructure investment landscape, notably in Europe. With almost half of institutional investors under-allocated to infrastructure by June 2023, particularly in Western Europe, this asset class is gaining traction. The resilience of infrastructure investments, amid volatile markets like falling fixed income and real estate valuations, drives this trend.

Pension funds are leading this shift, seeking long-term stability and returns while diversifying portfolios. The report also highlights strong interest in various infrastructure strategies, including energy and renewables. The report highlights the attractiveness of various infrastructure strategies, with significant allocations to opportunistic, debt, core, core-plus, and value-add strategies. Notably, energy and renewable sector-focused funds have garnered substantial allocations, aligning with the global push towards sustainable and environmentally friendly investments.

Overall, the infrastructure market in Europe and beyond is witnessing a notable uptick in investor interest, driven by the asset class's relative stability and potential for attractive returns. This trend underscores the importance of infrastructure as a safe haven for institutional investors and is likely to shape the investment landscape in the coming months.