Sector Investment 3h Briefing

Last updated: April 6, 2026, 8:30 PM ET

Infrastructure & Debt Markets

Activity in European fibre deployment reveals a sharp divide, with some regional markets flourishing under favorable regulatory structures while others face consolidation pressures due to overbuild and high leverage. This divergence contrasts with growing appetite for emerging market debt, as Ninety One targets $1bn for a new global EM infrastructure debt strategy, aiming to subsequently scale its Transition Debt mandate to $5 billion.