Invertir en Infraestructura: Cimientos Sólidos para tu Futuro

Imagine building a future where your investments not only grow but also support the very backbone of society.

Infrastructure is the hidden engine of economic progress, and in 2025-2026, it presents unparalleled opportunities.

From Spain's surge driven by EU funds to global trends in sustainability, this guide will inspire you to harness these cements for long-term wealth.

The Global and Spanish Economic Landscape

Understanding the economic context is crucial for making informed investment decisions.

In Spain, the Next Generation EU funds are providing a significant boost to infrastructure projects, with a final push expected in 2025.

However, concerns loom for 2026 as these funds dwindle, potentially leading to cuts in consumption and investment forecasts.

Spanish GDP is projected to grow above 2.6% in 2025 but may slow to 2.8% in 2026, reflecting a reduced economic impulse.

Globally, GDP growth is forecast at 3.0% in 2026 and 3.1% in 2027, with developed markets taking the lead.

This sets the stage for strategic investments in resilient sectors.

Where to Invest: High-Growth Sectors

Identifying key sectors can maximize your returns and impact.

In Spain, construction is a standout, with growth rates of 6.9% in 2025 and 3.6% in 2026, driven by residential projects and public housing initiatives.

Digital infrastructure is another rapidly expanding frontier, with investments surpassing 3.8 billion euros in 2026.

Other promising areas include:

• Energy and renewables, such as solar and wind projects.
• Transportation networks, including highways and railways.
• Water and sanitation systems for sustainable development.

These sectors offer stability and are essential for modern economies.

Understanding Infrastructure Assets

Infrastructure assets vary by type and risk, allowing for tailored investment strategies.

They can be classified into core, core-plus, value-add, and opportunistic categories based on risk profiles.

For example, core assets include essential energy grids and communication towers with stable cash flows.

Here is a breakdown of infrastructure types by sector:

• Energy: Focus on green hydrogen and distribution networks.
• Transport: Invest in toll roads and smart mobility solutions.
• Telecom: Embrace 5G towers and data centers.
• Water: Support treatment plants and waste management.

This diversity helps in building a balanced portfolio.

Practical Investment Vehicles

Accessing infrastructure investments is easier than ever through funds and ETFs.

These vehicles pool capital from investors to finance large-scale projects, offering accessibility for both institutions and individuals.

Key benefits include low volatility and income stability, making them ideal for long-term growth.

Consider these options:

• Morgan Stanley Global Infrastructure Fund, with a 5-year return of 5.05%.
• DWS Invest Global Infrastructure USD LC, focused on energy and transport.
• Global X Infrastructure ETF (PAVE), which diversifies across U.S. industries.

Here is a table summarizing key investment data for 2025-2026:

This data highlights the growth potential and timing for investments.

Looking Ahead: Trends for 2025-2026

Staying ahead of trends ensures your investments remain relevant and profitable.

Sustainability and digitalization are driving forces in infrastructure evolution, with a focus on ESG criteria and hybrid cloud solutions.

In Europe, construction may stabilize in 2025 but slow in 2026 as stimulus funds are exhausted.

Key opportunities include:

• Investing in renewable energy projects to combat climate change.
• Leveraging technological advancements in logistics and transportation.
• Supporting public-private partnerships to bridge investment gaps.

These trends align with global economic shifts and offer meaningful impact alongside returns.

Building Your Financial Future

Infrastructure investment is more than a financial strategy; it's a commitment to a better world.

By focusing on solid assets, you can achieve resilient and diversified growth over the long term.

Start by assessing your risk tolerance and aligning investments with sectors showing strong growth, such as digital or renewable energy.

Remember, the agreestructure of society depends on these investments, making them a powerful tool for personal and collective prosperity.

Embrace this opportunity to build a legacy that supports economic stability and innovation for generations to come.