IGF: A More Conservative Approach To Infrastructure Investment

2026-03-13 07:20:23 ET

There are numerous tailwinds that appear poised to benefit infrastructure spending around the world for the next several years. In the US, we often hear about the importance of grid modernization, the growth of AI that is fueling data center expansions, and the need for increased investments in renewable energy. In other parts of the world, infrastructure for transportation, water, and housing are being driven by urban expansion and increased government spending. A recent report from Bank of New York Mellon ( BK ) also pointed to extreme weather events as a possible cause for infrastructure investments and upgrades....

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