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Reports and analyses on the risks behind infrastructure value.
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Roundtable 17 September: Highlights
Our September 2025 roundtable brought together a full house of senior investors, regulators, utilities, and policymakers to explore how the macroeconomic environment since the 2022 structural break is reshaping infrastructure investment - and what to do about it. We set out to answer one central question: Can ambitious infrastructure investment still be delivered in today’s macro environment? Macroeconomics underwent a structural shift in 2022, increasing cost of capital just when investment...
Sandy Arbuthnott
2 min read