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Thematic Spotlight: Agentic AI Opens New Growth Chapter for the Industry

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America’s Infrastructure Report Card in 2025: Still Behind, Still Underfunded

In late March, the American Society of Civil Engineers (ASCE) released its 2025 Report Card for America’s Infrastructure. In the latest version of this quadrennial report, the United States earned an overall grade of C, improving from a C- in 2021.<sup>1</sup> While this marks some progress, it underscores a deeper challenge: without continued investment, aging infrastructure assets, including roads and energy infrastructure, could become a drag on economic growth. A surge in federal and state funding has improved several key infrastructure categories, but the ASCE estimates that $9.1 trillion in investments are still needed over the next decade to further improve, modernise, and maintain critical systems. The Report Card indicates a funding gap of at least $3.6 trillion currently exists which, in our view, points to sizeable opportunities for developers and investors alike.

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Three Themes Driving America’s Manufacturing Revival

Explore three structural themes behind America’s reindustrialisation: infrastructure, automation, and electrification. Learn how ETFs like AINF, PAVE and ROBO provide access to this long-term investment opportunity.

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Thematic Spotlight: The World’s Largest EV Battery Maker IPOs In Hong Kong

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Thematic Spotlight: Big Tech Delivers Through Tariff Turbulence

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Inflection Points: Roll with the Changes

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X-Plained: What is AI Infrastructure?

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The Next Stage of AI Hinges on Rapid Electrification

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Thematic Spotlight: Would You Trust AI With Your Credit Card?