Infrastructure Repriced by Data, Not Just Duration

This report argues that infrastructure investing is shifting from yield sensitivity to system-level analysis, as AI demand, climate risk and trade rerouting reshape asset economics 

• AI-driven data center clusters are materially altering regional power demand, accelerating grid upgrades and redefining growth corridors.

• Trade flows are reorganizing toward intra-Asia and Asia–Europe routes, benefiting ports, rail and utilities embedded in new supply chains.

• Climate exposure is transitioning from episodic to structural, making granular risk mapping central to valuation and capital allocation.

Are investors still pricing infrastructure defensively—while the real signals now sit in network data? The full note details the shift.