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Physical infrastructure, once seen as boring and ex-growth, has become one of the hottest areas for capital markets and M&A, and that is set to accelerate in 2026
‘Decent run’ for loan deals in Austria and CEE as IG names dominate deals in the pipeline for 2026
◆ Pricing comes significantly through EU ◆ 'Surprising' French interest in book ◆ Fast money deterred by odd tenor
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US administration has cut funding for IFAD and said nothing about EBRD
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Issuance plans sketched out but defence-orientated MDB must gain inter-governmental support first
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Former JP Morgan DCM head and RBS treasurer join as special advisors to multilateral defence funder
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Kai van der Kolk will advise on corporate finance transactions in the sector
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◆ SLBs miss targets with hundreds more up for review ◆ US issuers make hay in European sunshine ◆ Banks probe longer dated debt issuance
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Treasury secretary’s speech called for big changes which other countries may not support