Episode 27: Key trends, challenges and opportunities shaping the future for investors

Political shifts, market challenges, and sector opportunities—what do investors think about the future of global infrastructure? In this episode of Talking Global Infrastructure, we discuss the findings from our Q4 2024 Pulse Survey, reflecting on the key trends that have shaped infrastructure investment throughout 2024 and exploring the challenges and opportunities that lie ahead for investors in 2025. GIIA's Simon Montague is joined by experts from Alvarez & Marsal: Wayne Jephson, based in London, Jay Moody based in the U.S., and Craig Forrest, lead for Europe to delve into the survey's key insights. They highlight post-election optimism in the U.S., driven by reduced regulation and energy dominance, alongside challenges for renewable energy; Europe's political uncertainty, which weighs on investor sentiment, despite resilience in sustainable energy and data centres; and the UK’s lagging investor confidence, where unattractive regulation in the water and fiber sectors remains a barrier, even as the new Labour government prioritises private investment.