欧洲基础设施正在迭代升级，投资者也在随之转变—,.pptxVIP

InfrastructurePractice

Europeaninfrastructureisevolving—and

investorsare,too

InvestorsinEuropeaninfrastructurecontinuetobroadentheirexposureanddeployhighlevelsofdrypowder.Thefutureofthesectorpromisestobeinterestinginacompetitiveinvestorenvironment.

byAlexUgryumovandNicolaSandri

withTommasoCariatiandVijaySarma

March2026

CAGRof16.5percent(Exhibit1).Theenergytransitionandmacrotailwinds,includinglowinterestratesandgovernmentfiscaltightness,weremajordriversofthisgrowth,withinvestorssupportingtheexpansionandupgradeof