Talking Global Infrastructure

Canada's meteoric rise in our May Infrastructure Pulse Survey ahead of Germany and the U.S. continues to frame the questions at the centre of our latest episode of Talking Global Infrastructure: What is behind Canada's shift in investor sentiment, and what aspects of its markets are so attractive to investors?

In this episode, Head of Communications at GIIA, Claire McWatt is joined by Vlad Benn, Senior Research Manager and PwC Partner Mark Rathbone as they explore the trends and themes shaping infrastructure investment in Canada.

From contracted and regulated clean power, grid and transmission and nuclear, the impacts of policy clarity, a growing federal project pipeline and market stability can be seen across the Canadian market. Vlad explores pipeline visibility as a barrier to investment in anticipation of our next Pulse Survey results, expected to be released in November.

Mark Rathbone also shares his views on the opportunities in the Canadian market. Listen in as Mark and Claire discuss investment opportunities for airports and how investors can continue to build effective partnerships with Indigenous communities in Canada.

In this latest edition of Talking Global Infrastructure, our Policy & Public Affairs Manager Alessandro Pecorari and Senior Policy & Public Affairs Manager Alex Hagemann talk through the key findings of GIIA's new paper on data centres. 

Discover the key trends shaping the European market as our team goes jurisdiction-by-jurisdiction to break down the regulatory and investment landscapes in Germany, France, the UK, and Spain.  

As we take a closer look at the policy detail behind the paper, Alex and Alessandro go over the distinctions in the current data centre market for investors: training versus inference, hyperscale versus colocation, and the shift from demand-led planning to constraint-led planning.

Policies like the Cloud and AI Development Act, the Energy Efficiency Directive and the incoming EU-Wide data centre rating scheme continue to impact the markets our members invest in; this episode discusses which markets hold the most opportunities for investors, and which are falling short.

Read our complete data centre paper for a full picture of where the EU data centre market lies: https://giia.net/insights/giia-paper-outlines-private-capitals-role-in-europes-sustainable-and-resilient-data-centre-expansion/

Governments across the world are locked in the same race: attracting the private capital needed to modernise infrastructure and meet goals on economic growth, energy security, climate resilience and technological advancement.

In this episode of Talking Global Infrastructure, GIIA Director of Corporate Affairs Simon Montague sits down with Freshfields Partners Jessamy Gallagher, Co-head of Energy and Real Assets, and Alastair Mordaunt to break down what makes jurisdictions attractive to global investors, how investors evaluate the risks in each market, and ultimately what drives global investment.

Reflecting on our Competing for Capital report, a comparative study of the policy and regulatory frameworks shaping private investment in infrastructure – focusing on nine of the world’s largest infrastructure markets, this conversation takes listeners through the expanding maze of regulatory regimes, foreign investment screening and more.

The insights in Competing for Capital are vital reading for everyone involved in shaping policy or making decisions that impact the attractiveness of investing in critical infrastructure. Investment will only land where rules are clear and frameworks can deliver.

In this episode of Talking Global Infrastructure, hosted by Director of Policy and Public Affairs Harvey Chandler, we explore India’s emergence as a destination for private infrastructure investment. Joined by Subahoo Chordia, CEO , EAAA India Alternatives and Megha Arora, Partner CMS INDUSLAW, our conversation guides through India's journey from its early learning phases to its current status as a mature market with a concrete pipeline structure for investors.

Combining essential takeaways for global investors - including the risks, opportunities and shift to large-scale execution - this most recent episode highlights the transformation and emerging successes of infrastructure investment in India.

Listen to our newest episode of Talking Global Infrastructure, where we break down the results of the Infrastructure Pulse Survey. Joined by Wayne Jephson, Jay Moody and Filippo Gaddo, key representatives from Alvarez & Marsal, our Senior Policy & Research Manager Vlad Benn covers investor sentiment highlights, from data centre increases, battery storage and renewables.

In our latest episode of Talking Global Infrastructure, we explore a growing asset class within infrastructure investment: debt investment.

Join our Chief Executive Jon Phillips and debt experts Stefan Futschik, Head of Private Debt, Managing Director at Prime Capital AG, and Valter Lourenço Managing Director, Head of Private Fixed Income Portfolio Management for SLC Management, as they break down the debt model, and how it can provide long term growth for investors.

Understand how debt can diversify your investment portfolio, and how long-duration assets can provide market resilience, even when investing in contemporary markets such as digital, green energy and transport.

In episode 36 of Talking Global Infrastructure we sat down with our Senior U.S. Advisor David Quam and Paul Jarvis, Editor of P3 Bulletin to break down the results of our recent USA P3 Report Card. Learn more about how we scored each of the states, and what stakeholders, policymakers and infrastructure leaders can take away from the results.

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. 

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. 

The past six months have marked a significant shift in the infrastructure landscape: 2025 was a record year for fundraising in infrastructure; the energy transition continued to create opportunities for investors, especially in the EU; transport and digital connectivity have raised billions in 2025, with UK airports undergoing large projects and American roads becoming a priority; and data centres continue to make waves across every market.

In this episode of Talking Global Infrastructure, Vlad Benn, Policy and Research Manager at GIIA, is joined by Wayne Jephson (UK), Jay Moody (US) and Filippo Gaddo (EU), industry experts from Alvarez & Marsal. Together, they talk through the results of GIIA’s Infrastructure Pulse Survey: a biannual breakdown of the sentiment of investors towards the environment for fundraising, the outlook and prospects for markets and industry sectors, the impact to barriers to investment and emerging investment trends.