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Last updated: April 6, 2026, 11:30 PM ET

Infrastructure & Debt Markets

European fibre markets are experiencing divergence, with some regions flourishing amid supportive regulation, contrasting sharply with others facing stress from overbuild and high leverage requiring consolidation. Separately, Ninety One is targeting $1 billion for a new global emerging markets infrastructure debt strategy, while also aiming to scale its EM Transition Debt vehicle to $5 billion, reflecting growing appetite for specialized credit in developing infrastructure assets.