Infrastructure Pulse Survey Q1

GIIA is pleased to launch the results of the latest Infrastructure Pulse Survey for both the Americas and European markets, produced in partnership with Alvarez & Marsal.

The Infrastructure Pulse Survey provides a regular temperature check of investor sentiment in the sector as well as identifying emerging trends and attitudes from the investment community.

Key highlights from the 2021 Q1 Infrastructure Pulse Survey include:

  • An overall positive view of the fundraising environment in both Europe and the Americas
  • In Europe, investor sentiment remains strong towards the Nordics following increased deal activity in Q4, 2020 while in the Americas attractiveness for investment was stable or slightly higher than the previous quarter with Brazil showing the most significant improvement, albeit still with a slightly negative overall
  • In both markets investors were most bullish about opportunities in communications infrastructure, followed by sustainable energy generation.

Speaking on the release of the results GIIA CEO Lawrence Slade said while the ongoing global health pandemic continues to provide a challenging backdrop for investors, it was encouraging to see that sentiment remained positive.

“The profound impacts of Covid will be felt on the infrastructure sector for many years to come. However, as the world emerges from the pandemic, and with optimism stemming from the vaccine rollout, infrastructure can play a significant role in helping economies rebound as well as addressing new challenges around a changing climate and increasing digitalisation.”

Click here to read Infrastructure Pulse Survey Q1 – Americas

Click here to read Infrastructure Pulse Survey Q1 – Europe

Government engagement in UK and Brussels

With the recently re-elected Boris Johnson Government in the UK and the new Commission in Europe both looking to address the delivery of infrastructure early in their respective terms, it has been a busy start to 2020 for GIIA.

Ahead of the March Budget, GIIA has written to Chancellor Sajid Javid welcoming his promise of an ‘infrastructure revolution’ as well as the Government’s acknowledgement of the vital role private capital will play in delivering the country’s £600bn infrastructure pipeline to 2050.  We have called for enhanced dialogue with the private sector over the funding models envisaged to achieve the UK’s infrastructure aspirations, not least in relation to the Net Zero commitments which promises to have profound impacts on the wider economy.

January also saw GIIA in Brussels to meet with senior representatives from the European Commission including from President von der Leyen’s Cabinet, where coordination of the EU Green Deal will take place, and Commissioner Gentolini’s Cabinet which has responsibility for the InvestEU programme and the Sustainable Europe Investment Plan. GIIA intends to play a prominent role in facilitating discussions on the delivery mechanisms for the recently announced  EU Green Deal and in particular the opportunities available to private investors. We look forward to discussing these and other opportunities with member companies at our annual seminar in February.

As always, members who wish to share their views and participate in any of GIIA’s workstreams are encouraged to get in touch.