What fundraising trends can tell us about infrastructure investment opportunities in 2025
A sharp decline in capital raised that was most pronounced in Core and Core+ strategies and the mid-market points to potentially attractive entry points for investors.
Over the past several years, Schroders Capital has published a Fundraising Indicator focused on private equity, which captures and compares trends in capital formation and returns based on industry-level data. A key finding from this research has been that, in general, a negative correlation can be observed between fundraising and vintage year returns, which in turn implies fundraising can be seen as an early indicator of potential industry-wide performance.
Now for the first time we have applied this thinking and methodology to infrastructure fundraising, both specifically in Europe and globally. In this article we analyse the key takeaways from this and complementary industry data, to highlight underlying themes that are driving the market currently and the implications for strategic portfolio construction.
Fundraising hits decade low in 2024, but poised for recovery
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