【Insight】Impact of market uncertainty on M&A trans...

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点 击 蓝字 关注我们 Over the past decade, despite numerous macroeconomic shocks, infrastructure has matured as an asset class and is now a priority sector for fund managers. Infrastructure assets under management (AUM) have surged from $400 billion to approximately $1.5 trillion, reflecting strong investor interest. However, since 2022, fundraising and M activity have slowed. In 2023 and 2024, global infrastructure funds raised $94.7 billion and $94.8 billion, respectively, marking the lowest capital raised since 2015. Additionally, the number and volume of transactions have decreased significantly, from 3,477 transactions totalling $419.2 billion in 2017 to 1,951 transactions totalling $311.2 billion in 2024. Forvis Mazars With promising GDP growth projections, reduced inflation and interest rate cuts, 2025 was expected to see a turnaround in M activity and investment. However, the tariff disruptions in early April have introduced significant uncertainty, which may hinder th ………………………………