INSIGHTS
Helping investors, policymakers and industry leaders understand the trends shaping infrastructure investment.
Executive Summary Germany emerged as Europe’s most attractive infrastructure market in GIIA’s Q2 2026 Pulse Survey and its infrastructure push has only gathered pace since then. Looking at recent political developments in Germany, you would be forgiven for thinking that there is growing uncertainty in a market that’s often seen as Europe’s bellwether. But looking…
Executive Summary For the first time in history, the world’s top investors rank Canada as the top destination for infrastructure investment. This has been driven by Canada building the best policy architecture in decades aimed at accelerating investment and fully recognizing the potential of its natural resource economy. Should these ambitions be realized, they could…
By: Alessandro Pecorari, Policy & Public Affairs Manager Aimed at transforming Europe into the world’s first ‘electro-powered continent’, the European Commission has now published its long-awaited review of the EU Emissions Trading System (ETS), alongside a new Electrification Plan. The package will now open formal negotiations between Council and Parliament into one of the most…
This insight summarizes key takeaways from GIIA’s member event in Toronto focusing on emerging opportunities in Ontario’s energy sector. Canada leads the world in investor sentiment, according to GIIA’s latest Pulse Survey. With seemingly endless opportunity for investment, particularly in clean energy, large-scale digital infrastructure, and grid buildout, it isn’t difficult to see why – and…
By: Alex Hagemann, Senior Policy & Public Affairs Manager Andy Burnham’s victory in the Makerfield by-election proved to be the straw that broke the camel’s back for Sir Keir Starmer’s premiership. After months of fighting successive rearguard actions, the Prime Minister’s five-year mandate came to an abrupt end. He will most likely be succeeded by…
By: Sabrina Ahmed, Policy & Public Affairs Manager With the Infrastructure Investment and Jobs Act (IIJA) set to expire in September, Surface Transportation Reauthorisation (STR) dominated the agenda at Infrastructure Week this year; beneath the familiar debate about funding levels, a more important conversation was taking place. One of the sharpest observations came from the…
By: Alessandro Pecorari, Policy & Public Affairs Manager The European Commission’s Clean Energy Investment Strategy sets out an ambitious framework for mobilising private capital into Europe’s energy transition. For infrastructure investors, the question is not whether the ambition is right – but whether the proposed instruments are structured to genuinely move capital. Electricity grids have become the…
By: Alex Hagemann, Senior Policy & Public Affairs Manager Australia’s longstanding reputation for economic stability and transparent regulation has been a driver of its economic success, particularly when encouraging infrastructure investment. Proposed changes to the foreign resident capital gains tax (CGT) regime could place this reputation at risk – not because of the policy implications – but because it would be retrospectively applied, changing the conditions under which investments had already been…
By: Alessandro Pecorari, Policy & Public Affairs Manager The EU’s High Speed Rail Action Plan and its upcoming Financing Strategy centres on closing the infrastructure funding gap. Yet – as is set out in GIIA’s most recent policy paper on the challenges of investing in European high-speed rail – the more immediate opportunity lies in…
By: Vlad Benn, Senior Policy & Research Manager Policy and Regulation India’s infrastructure policy framework operates on the basis of cooperative federalism, an evolving relationship between the Union and State governments that is pivotal to how infrastructure is planned, financed and executed. The Union government sets the standards, develops the national pipelines and oversees Public Sector Undertakings including the NHAI, Power Grid…
The unveiling of the EU’s Industrial Accelerator Act (IAA) marks a significant shift in European industrial policy. By: Alessandro Pecorari, Policy & Public Affairs Manager | 6–8-minute read The Industrial Accelerator Act (IAA), unveiled on 4th March in Brussels by Executive Vice-President Stéphane Séjourné, reflects a growing concern among policymakers about Europe’s long-term competitiveness, and a determination to strengthen domestic industrial capacity in sectors critical…
By: Alex Hagemann Commercial property tax systems that provide stability and predictability are crucial to unlocking long-term private investment in critical infrastructure. Yet under the current business rates framework, particularly for assets valued using the Receipts and Expenditure (R&E) methodology, investors face rising volatility, limited transparency, and liabilities that often diverge sharply from underlying economic…
