Infrastructure equity
Offering partners and clients equity exposures to sectors underpinned by structural demand.
Supporting society’s building blocks, for today and tomorrow
The world is evolving, requiring investment in infrastructure reflecting its shifting needs.
Our experienced infrastructure investment professionals offer clients exposure to compelling equity opportunities across clean power and electrification-enabling infrastructure, as well as digital infrastructure sub sectors. With the future in mind, our focus spans assets seeking to meet the requirements of an ever-changing world.
Infrastructure equity investment capabilities
Clean power
Providing complementary expertise and capital to support Europe’s clean power transition.
Digital Infrastructure
We see the structural growth of the digital sector creating an increasing demand for related infrastructure assets.
What’s driving Europe’s infrastructure transition?
Rapid digitisation of the economy
Forecasted growth for cloud computing, AI and data processing and storage has created an increasing need to support digital infrastructure assets and, in our view, a potentially opportunity for investors.
A resetting of geopolitical relationships and supply chains
Europe’s desire to achieve greater levels of energy security and data sovereignty may, in our view, provide strong tailwinds for certain infrastructure assets.
We also believe additional capital will be needed to mitigate the impact of supply chain reconfiguration between traditional trading partners.
Europe’s net-zero targets and energy security objectives
Europe’s emissions reduction goals are ambitious, with the continent providing a continually supportive regulatory backdrop to spur a transition to clean power.
In our view, Europe’s low-carbon transition won’t be achieved just by funding sources of clean energy. Capital will have to be provided to support the entire transition – including emerging infrastructure innovation that can help alleviate pressure on the energy grid as more renewables are deployed.
The convergence of digital and clean power infrastructure
Digital and clean power infrastructure are both expanding rapidly. Our research paper explains why we believe these trends can present structural growth opportunities for investors and why we see accelerating convergence between these asset classes.
Recommended Content
Get in touch
Get in touch
If you would like any further information please complete the contact us form.
Key risks
The value of any investment and any income taken from it is not guaranteed and can go down as well as up, and investors may get back less than the amount originally invested. It should be noted that diversification is no guarantee against a loss in a declining market. The risks associated with each fund or investment strategy should be read and understood before making any investment decisions. Further information on the risks of investing is available from L&G's Fund Centres.
While L&G has integrated Environmental, Social, and Governance (ESG) considerations into its investment decision-making and stewardship practices, this does not guarantee the achievement of responsible investing goals within funds that do not include specific ESG goals within their objectives.
Prior to making any investment, please ensure that the mentioned funds or strategies are duly registered for sale within your jurisdiction.