This $4.5 trillion buildout could reshape the next decade

Global infrastructure is entering a pivotal decade. After proving resilient through crises, demand is now accelerating, driven by energy transition, AI and population growth. In this interview, 4D Infrastructure CIO Sarah Shaw explains why this is a buildout that must happen and why the biggest risk isn’t demand, but execution. “If we don't invest significantly… the world as we know it is going backwards socially, economically, and environmentally.” Time codes: 00:00 - Introduction 00:25 - The biggest trends in infrastructure right now 02:21 - 10 years of infrastructure investing: what's changed 03:47 - Sustainability of performance 05:09 - The two forces reshaping infrastructure 05:30 - The energy transition: trillions required 07:57 - What defines emerging markets? 08:45 - Why Latin America stands out 09:24 - Brazil's surprising energy advantage 10:23 - Managing geopolitical risk in portfolios 12:30 - The bond proxy myth explained 14:10 - Why infrastructure should be a core allocation 16:01 - The biggest opportunities ahead