7.9.2026 Publications

Infrastructure

Megatrends create investment demand. Diversification creates resilient portfolios.

The energy transition, digitalisation, supply security and demographic change are driving substantial infrastructure investment needs worldwide. For institutional investors, the question is no longer whether infrastructure is an attractive asset class. The key challenge is how to translate these long-term trends into resilient and well-balanced portfolios.

The critical question is not which infrastructure trends are compelling, but which investments within those trends are compelling. Market structures, regulatory environments, contractual frameworks, technological competitiveness and valuation levels all play a significant role in determining risk-return profiles. As a result, infrastructure investing requires a differentiated assessment of individual markets, business models and assets.

In his article, Dr Thilo Tecklenburg, Partner & Head of Infrastructure at Golding, explains why diversification extends far beyond the number of investments held in a portfolio. He highlights the importance of diversification across regions, sectors, fund managers, business models, technologies and investment vintages, as well as the role of disciplined manager and asset selection in building successful long-term infrastructure portfolios.

Read the full article by Dr Thilo Tecklenburg, published in the BAI Newsletter IV/2026.

Article BAI Newsletter September 2026

Golding Buyout VI reaches first closing at €283 million

Golding Capital Partners has successfully completed the first closing of its flagship buyout fund, Golding Buyout VI, securing capital commitments of €283 million. Investors include both existing and new clients from Germany, Austria and Switzerland, among them pension schemes, insurance companies, savings banks, cooperative institutions and foundations. With this fund, Golding continues its successful buyout strategy in its sixth generation.

Golding Buyout VI reaches first closing at €283 million

14.7.2026 Publications

“Private markets are built on trust and expertise”

How have private markets evolved over the past 25 years? What role do entrepreneurial thinking, independence and long-term partnerships play in an increasingly complex market environment? And how is the asset class being reshaped by internationalisation, new investor groups and technological innovation?

“Private markets are built on trust and expertise”

13.7.2026 Events

Golding Investor Days 2026

Making investment decisions today means navigating an environment more complex than ever before. Geopolitical tensions, economic shifts, technological disruption and evolving regulation are reshaping capital markets simultaneously. This question therefore ran throughout this year's Golding Investor Days: How do good decisions emerge in a world where the rules are constantly changing?

Golding Investor Days 2026

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Susanne Stolzenburg

Head of Marketing & Communications · Director

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