Despite macroeconomic turmoil in some markets, infrastructure decarbonisation and digitalisation remain viable and appealing thematic investment options in Europe. Karen Azoulay, Head of Infrastructure Debt and Paul-Francois Prouvost, Private Assets Investor Relations, review the opportunities in European Infrastructure.
Contrary to the recent policy volte-face in the US, environmental, social & governance (ESG) considerations remain a significant driver of infrastructure investment in Europe. Policy announcements and industrial proposals on the continent indicate that sustainability will continue to be essential to ensuring the region’s long-term self-sufficiency and competitiveness.
In the current environment of geopolitical and economic volatility, infrastructure is increasingly being seen as a safe-haven asset class. It offers low correlation with traditional markets, low volatility and strong downside protection.
Despite some short-term uncertainty – especially regarding US import tariffs – Europe is benefiting from growth drivers such as a commitment to innovation and technological development, as well as a cohesive industrial strategy focused on decarbonisation and competitiveness.
You can now read the full whitepaper at the link below
