Posted by PPIF on 12 October 2025
The evolving landscape of infrastructure investment
Giulia Noli, Senior Director, Infrastructure and Project Finance – EMEA Private Capital at MetLife Investment Management, discusses how the sector is expanding beyond traditional utilities into energy transition and digital assets.
She analyzes the growing role of non-investment grade opportunities and how private credit markets are adapting to new investor demand. Key insights include the potential emergence of AI infrastructure as a standalone asset class and the bifurcation between high-liquidity deals and niche opportunities.