麦肯锡 -欧洲基础设施正在迭代升级，投资者也在随之转变 European infrastructure is evolving—and investors are, too.docxVIP

March2026

Mcsey

company

InfrastructurePractice

Europeaninfrastructureisevolving—and

investorsare,too

InvestorsinEuropeaninfrastructurecontinuetobroadentheirexposureanddeployhighlevelsofdrypowder.Thefutureofthesectorpromisestobeinterestinginacompetitiveinvestorenvironment.

byAlexUgryumovandNicolaSandri

withTommasoCariatiandVijaySarma

Europeaninfrastructureisevolving—andinvestorsare,too2

Infrastructureisarapidlygrowingassetclass,

bothinEuropeandaroundtheworld.TheEuropeanUnioncontinuestomakeinvestmentstoenhance

ther