The lessons the infrastructure industry has (hopefully) learned during the past five years.

As an essential and increasingly established investment sector, European digital infrastructure offers clear opportunities for mid-market, core-plus capital, explains Arjun Infrastructure’s Rohini Pahwa. The explosion in global data consumption and digital innovation has brought digital assets, including fibre networks and data centres, firmly into the remit of long-term infrastructure investors. As those segments have developed, more assets have matured and moved down the risk spectrum,...

A relatively stable regulatory environment, coupled with deeply diversified dealflow, means Europe is luring investors away from the US, four infrastructure professionals tell Amy Carroll and Kalliope Gourntis It has been just over a year since US President Donald Trump shook the world by introducing a sweeping package of tariffs on what he dubbed ‘Liberation Day’. In the intervening 12 months, US trade policy and the country’s international relations more generally have remained highly...