This paper focuses on three key themes in Europe and North America to help investors navigate portfolio allocation decisions. A unifying trend across regions is customers demanding more action to combat climate change, meaning more investment opportunities in low carbon infrastructure and risks for carbon-intensive sectors. We’re also seeing opportunities in digital infrastructure with infrastructure investors continuing to invest heavily into the sector which is underpinned by the increasing essentiality of connectivity. Broader private infrastructure debt and equity markets also appear healthy despite the more challenging political and economic environment.

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