As geopolitical considerations have risen to the top of investor concerns, we are pleased to share InfraRed’s latest paper examining how shifting global dynamics are reshaping the risk‑opportunity landscape for infrastructure investment.
We also set out why investors need to reassess how geopolitical factors are incorporated into infrastructure allocations and underwriting decisions.
Key considerations addressed, include:
– How geopolitics is driving divergence in country risk premia
– Why traditional developed vs. emerging market classifications are becoming less informative
– The structural factors that are increasingly shaping investment decisions
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