The Infrastructure Outlook
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The Infrastructure Outlook
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About this listen
The 2026 Outlook on infrastructure points to a market emerging from its post-rate-shock malaise into a more constructive, buyer-friendly phase.
As valuations stabilise and the need for private capital intensifies, this episode explores how deal flow across Europe is being revived.
While macro uncertainty and rate ambiguity persist, we’ll hear how infrastructure’s profile remains compelling - particularly as decarbonisation, electrification, digitalisation and sovereignty converge. Find out how Europe is at the forefront of this shift, with accelerating investment in clean energy, power generation, storage and transmission, driven by rising electricity demand from AI and electrification, and reinforced by defence and energy security priorities.
We’re joined by: Mark Gilligan – Head of Infrastructure, BNP Paribas Asset Management Alts and Justin Curlow – Global Head of Research & Strategy, BNP Paribas Asset Management Alts
Hosted by: Ali Bernat