Story perspectives

Partners Group Shifts Focus to Resilient Infrastructure Investments

4/11/2026

Summary

Story summary

Partners Group faces a challenging investment landscape and focuses on defensive portfolio construction amid sector stress.
The firm has reduced technology exposure and shifted toward resilient infrastructure, especially power generation.
This strategy aims to outperform peers and attract higher risk premiums.
The firm expects gross new client demand of USD 26 to 32 billion in 2026, but faces risk from sector-wide repricing and evolving market conditions.

History

Historical Context

The 2008 global financial crisis, marked by the collapse of Lehman Brothers and a $22 trillion loss in global wealth, reshaped investment strategies. In response to economic instability, firms increasingly prioritized resilient infrastructure, echoing past defensive tactics during downturns. This shift reflects a broader trend towards stability and risk mitigation in investment approaches, particularly as environmental, social, and governance criteria gain prominence.

1 of 2

Story summary

Partners Group faces a challenging investment landscape and focuses on defensive portfolio construction amid sector stress.
The firm has reduced technology exposure and shifted toward resilient infrastructure, especially power generation.
This strategy aims to outperform peers and attract higher risk premiums.
The firm expects gross new client demand of USD 26 to 32 billion in 2026, but faces risk from sector-wide repricing and evolving market conditions.

1 / 2