After a record fundraising year for infrastructure investment, Episode 35 of Talking Global Infrastructure explores the macro and micro trends of the last few years, and analyses market risks and opportunities transitioning into 2026. Our CEO John Phillips is joined by Batiste Ogier, Head of Infrastructure, Europe at CPP Investments, Darryl Murphy, Head of Infrastructure at Aviva Investors, and Jonathan Davis, Deputy Editor at P3 Bulletin, to discuss the “competition for capital” across the UK, US, and Europe. 

The discussion covers a range of topics, from Europe’s focus on energy grids and data centres, to the UK’s shift towards joint-venture models in affordable housing and defence, and finally the resurgence of US road and airport P3s. Our experts examine how political stability and emerging asset classes are defining the next chapter for long-term investment.