In this more technical episode of Infra A Penny, our CEO gives a deep dive into SIMCo’s economic and market outlook for the next year. Randall Sandstrom unpacks how slowing growth, falling inflation and anticipated interest rate cuts in the US and UK could shape the investment landscape over the coming months.

We also explore how different regions are responding to changing economic conditions and what this could mean for infrastructure debt investors. If you’re interested in the macro forces driving markets, and how SIMCo is positioning for them, this episode offers an expert view from the top.