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Tariffs
Tariffs may have placed supply chain resilience under the spotlight, but climate change is also exposing critical vulnerabilities.
In response to the rise of US trade tariffs, LPs are turning towards private credit and infrastructure – and eyeing opportunities in Europe.
The expansive One Big Beautiful Bill Act is impacting every sector, from power to transportation, creating challenges but also opportunities, according to our expert roundtable participants.
Infrastructure investors navigate policy uncertainty as optimism remains high.
Our panel reflects on a year of escalating US tariffs and policy reversal.
Policy support may be waning, but fundamental economics are driving appetite for the energy transition regardless, says Quinbrook’s Giulia Siccardo.
Our panel discusses how volatility and politics are shaping the strategic focus of private infrastructure.
Port investors say they are weathering the uncertainty well after the chaos following the Trump administration’s sweeping Liberation Day tariff announcements.
The decision will ‘increase flexibility’ and help secure best value for money, said chair Greg Combet.
Markets are reacting to the threat of tariffs – but where there are challenges, there are also opportunities, maintains Chris Ortega at Morgan Stanley Infrastructure Partners.