This edition of Pathways identifies core contributors to the rapid expansion of the Asia-Pacific infrastructure sector. Discover how demand for technological advancements, road transport, specialised healthcare, and sustainability efforts will affect investors.
Technological progress
Technological megatrends like artificial intelligence (AI) and cloud migration are increasing demand for data centre capacity, which is expected to grow by 2.5 times in the next five years.
Sustainability goals
Barriers to clean energy are being lifted across the APAC region as demand for infrastructure increases, with average annual investment of $US1.6 trillion needed for APAC (not including China) to meet net zero 2050.
Transforming transportation
Investment towards APAC’s road infrastructure will become a necessity with increasing household incomes opening the opportunity for individual vehicle ownership.
Healthcare spending
The Asia-Pacific region’s population over 65 is expected to expand 10% by 2050, suggesting a positive correlation with rising income levels and healthcare spending.
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Infrastructure has proven its resilience and reliability in recent years and with the macroeconomic tailwinds stronger in 2025, it should be a good year for returns and deal activity. GDP-correlated sectors such as transport and waste are likely to be the biggest beneficiaries.
Pathways provides market leading analysis on real assets and private markets to help investors navigate these new and rapidly growing asset classes.”
Daniel McCormack, CFA
Head of Research
[4177699, 3664672, 3960790, 3960536]
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