Sep 30, 2026 · 25 min · 11 segments
Infrastructure needs are growing as aging transportation networks, energy-security investments and the digital transformation of the global economy increase demand for funding. At the same time…
Federico ChiaramonteGuestKeshav RajagopalanHostInfrastructure needs are growing around the world, increasing demand for capital at the same time that government budgets are under pressure and banks are constrained by more limitations.
Meanwhile, on the macro side, we are surrounded by a world of more persistent and higher inflation.
Investors are increasingly turning to infrastructure, which can provide a hedge against inflation and protections from economic uncertainty, given the essential nature of the asset class.
Against this backdrop, investors can capture a differentiated set of opportunities by looking through a global lens.
In Europe, Keygem has leveraged its regional network to bring investors access to distinctive deals in the marketplace.
The ability to provide long-term financing backed by hard assets can make infrastructure deals a compelling proposition that not only offers diverse portfolio exposures, but also a public and necessary good.
However, infrastructure capital structures can be highly complex, spanning multiple public and private stakeholders across multiple jurisdictions.
This requires infrastructure know-how coupled with local market on-the-ground expertise.
Joining me today are Josh Shipley, Managing Director and Head of Europe for Private Credit, and Federico Chiaramonte, Executive Director on the Infrastructure Team for our Private Credit platform.
Infrastructure needs are growing around the world, increasing demand for capital at the same time that government budgets are under pressure and banks are constrained by more limitations.
Meanwhile, on the macro side, we are surrounded by a world of more persistent and higher inflation.
Investors are increasingly turning to infrastructure, which can provide a hedge against inflation and protections from economic uncertainty, given the essential nature of the asset class.
Against this backdrop, investors can capture a differentiated set of opportunities by looking through a global lens.
In Europe, Keygem has leveraged its regional network to bring investors access to distinctive deals in the marketplace.
The ability to provide long-term financing backed by hard assets can make infrastructure deals a compelling proposition that not only offers diverse portfolio exposures, but also a public and necessary good.
However, infrastructure capital structures can be highly complex, spanning multiple public and private stakeholders across multiple jurisdictions.
This requires infrastructure know-how coupled with local market on-the-ground expertise.
Joining me today are Josh Shipley, Managing Director and Head of Europe for Private Credit, and Federico Chiaramonte, Executive Director on the Infrastructure Team for our Private Credit platform.
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