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 Darryl Murphy, Head of Infrastructure at Aviva Investors, and Jonathan Davis, Deputy Editor at P3 Bulletin, to discuss the industry trends and opportunities across the UK and US. 

The discussion covers a range of topics, from the UK’s shift towards joint-venture models in affordable housing and defence, and to the resurgence of US road and airport Public-Private Partnerships (P3s). Our experts examine how political stability and emerging asset classes are defining the next chapter for long-term investment.