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…
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: 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…
The Global Infrastructure Investor Association’s (GIIA) latest bi-annual Pulse Survey of investor sentiment across global markets once again shows how the infrastructure sector continues to adapt well to and successfully operate amidst political uncertainty. Canada and Germany top the rankings of markets seen as most attractive to investment – pushing the U.S. to third place as a result of its own ongoing domestic uncertainty and political gridlock. This marks the first time ever that Canada has overtaken its North…
Australia remains one of the most attractive destinations globally for long‑term infrastructure investment, supported by economic stability, transparent regulation and deep domestic pools of capital. However, investors say delivery risk, not access to capital, is increasingly constraining new investment. Recent government deliberations on retrospective capital gains tax reform add a further layer of complexity for…
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: Alessandro Pecorari
By: Alessandro Pecorari
By Alvarez & Marsal’s Filippo Gaddo and GIIA Staff
