Awards
Macquarie Asset Management has again been named the No. 1 infrastructure investment manager by AUM in the Investments & Pensions Europe (IPE) Real Assets annual infrastructure investment managers ranking.
In the article, IPE explores some of the most central themes shaping the asset class today, including:
Infrastructure's continued growth: Total infrastructure AUM reached €2.7 trillion in 2026, more than doubling since 2021, highlighting the asset class' sustained and compounding growth.
The AI and energy opportunity: While data centres continue to dominate headlines, energy transition emerged as investors' highest-conviction opportunity.
Risk in focus: Geopolitics and regulation remain top of mind for investors, ranking above interest rates, economic conditions, and climate-related risk.
AI is repricing risk across sectors. We examine why infrastructure's physical, capital-intensive nature makes it resilient to substitution, and where AI is likely to enhance, rather than displace, real asset value.
^ The ranking presented was awarded in July 2026 and is the opinion of IPE Real Assets and not of Macquarie. No such person creating the ranking is affiliated with Macquarie or is an investor in Macquarie-sponsored vehicles. No compensation was provided directly or indirectly by Macquarie in connection with this award. IPE Real Assets surveyed and ranked global infrastructure investment managers. The ranking is based on infrastructure AUM as at 31 December 2025. AUM is defined by IPE Real Assets as the total gross asset value of all assets managed and committed capital (including uncalled). There can be no assurance that other providers or surveys would reach the same conclusions as the foregoing.