BCG波士顿咨询：2025年全球基础设施投资展望报告：资产类别成熟下的战略布局与价值创造路径（英文版）

The past two years have been challenging for private investments overall, including private infrastructure. High interest rates, inflation, and widespread economic uncertainty have weighed on fundraising, deal volume, and valuations. After reaching record highs in 2022, valuations slid in 2023 before beginning to recover in mid-2024 as the interest rate environment in some regions of the world started to cool. Despite these challenges, LPs remain firmly committed to the infrastructure asset c