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Infrastructure brings together attributes that make it an increasingly strategic asset class for long-term investors.

Mario Nevares

Valor Econômico


Infrastructure is no longer a niche. Today, it is a strategic allocation decision.


In the Palavra do Gestor section of Valor Econômico, our Partner and Head of International Investments, Mario Nevares, CFA, CAIA, CFP®, examines why the asset class is gaining increasing relevance in a landscape shaped by the energy transition, digitalization, artificial intelligence, and growing demand for long-term investments.
A reflection on diversification, resilience, and the role of infrastructure in building global portfolios.


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