INSIGHTS
Helping investors, policymakers and industry leaders understand the trends shaping infrastructure investment.
By: Alessandro Pecorari, Policy & Public Affairs Manager This article follows up from the inaugural session of “The Italian Momentum – Insights for Global Investors,” held at the Italian Embassy in London, in partnership with Clifford Chance and the Italian Trade Agency. In November 2025, at the Italian Embassy in London, speakers made the case for opportunity in Italian…
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…
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…
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…
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…
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…
By: Alessandro Pecorari, Policy & Public Affairs Manager At a recent PwC breakfast briefing in Berlin on 25 March, discussions centred on Germany’s evolving role within NATO and the growing importance of infrastructure in enabling credible defence capability. The conversation highlighted a structural shift: modern conflict is no longer defined solely by military strength, but…
After two years of decidedly mixed results, private infrastructure investing appears to be back on track. BCG’s latest report on the state of the industry—the fifth in our annual series—points to a meaningful shift in both the scale of the asset class and where capital is being deployed. This trend was reinforced in conversations at…
By: Vlad Benn, Senior Policy & Research Manager In March we undertook GIIA’s first activities in India, marking an important step in our engagement with members across the Asia-Pacific region. Over several days, we convened a private dinner with CMS IndusLaw, attended the National Investment & Infrastructure Fund’s (NIIF) annual investor conference in New Delhi, and held a series of meetings with members and stakeholders. Together, these events have strengthened relationships on the ground and provided first hand insight…
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…
