Allianz Global Investors’ January 2026 commentary by Marta Perez (CIO Infrastructure) explains how deglobalisation is reshaping infrastructure priorities as governments pivot toward resilience and self-reliance.
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A “fourth D” joins decarbonisation, digitalisation and demographics: deglobalisation, accelerating energy security, digital networks and strategic manufacturing investment.
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AI-driven data growth is lifting local demand for energy-hungry data centres, linking digital buildout directly to power and grid upgrades.
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Cumulative global infrastructure investment could reach $106tn by 2040, with private capital positioned to close funding gaps via debt, equity, co-investments and secondaries.
Explore the full piece for sector examples and where resilience-led infrastructure may offer durable return potential.
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