Perspectives from the headquarters of global investment.

10 June 2026 · 3 min read

Coordination is the scarce skill in European infrastructure.

Capital and capability are both available. What is scarce is the discipline to make them work together across borders, regulators and supply chains.

22 May 2026 · 3 min read

Structure before commitment.

Most projects are won or lost before the first commitment is made. Structuring is where risk is priced out — or quietly built in.

30 April 2026 · 3 min read

Sustainability is an investment arena, not a compliance cost.

Treated as a compliance cost, sustainability is a drag. Treated as an investment arena, it is where some of the most durable returns are now being structured.