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Capital, policy, and market perspective

Analysis on development finance, risk management, fund structuring, and cross-border capital markets from the group's advisory team.

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Analysis on development finance, risk management, fund structuring, and cross-border capital markets from the group's advisory team.

FUNDS

FUNDS

Which Exemption: How Offering Structure Decides the Investor Base

March 3, 2026 · 7 min read

POLICY

POLICY

State P3 Statutes and What They Permit

February 24, 2026 · 7 min read

CAPITAL

CAPITAL

Tax-Advantaged Capital in US Energy Financing

February 17, 2026 · 7 min read

POLICY

POLICY

Data Centres: Power as the Deciding Constraint

February 10, 2026 · 6 min read

CAPITAL

CAPITAL

The Municipal Bond Market, for Sponsors Who Have Not Used It

February 3, 2026 · 5 min read

CAPITAL

CAPITAL

Federal Credit Programmes and the Timetables They Run On

January 27, 2026 · 5 min read

RISK

RISK

Foreign Investment Review and What It Does to a Deal

January 20, 2026 · 5 min read

CAPITAL

CAPITAL

Pension Capital and the Constraints It Brings

January 13, 2026 · 5 min read

POLICY

POLICY

Place-Based Incentives and the Conditions Attached

January 6, 2026 · 5 min read

RISK

RISK

Permitting Timelines as a Financing Variable

December 30, 2025 · 5 min read

POLICY

POLICY

Interconnection Queues and Where Project Value Sits

December 23, 2025 · 5 min read

CAPITAL

CAPITAL

US Fund Terms and What the LP Base Expects

December 16, 2025 · 5 min read

CAPITAL

CAPITAL

Secondaries and the Liquidity Question in Private Portfolios

December 9, 2025 · 5 min read

RISK

RISK

Credit Insurance in US Structured Transactions

December 2, 2025 · 5 min read

POLICY

POLICY

Critical Minerals Offtake and the Financing It Supports

November 25, 2025 · 5 min read

POLICY

POLICY

Sustainability Disclosure for US Managers: The Current Position

November 18, 2025 · 5 min read

RISK

RISK

Construction Risk Allocation in US Projects

November 11, 2025 · 5 min read

CAPITAL

CAPITAL

Refinancing Through the Rate Cycle

November 4, 2025 · 5 min read

PUBLIC

PUBLIC

Procurement Protests and Award Risk

October 28, 2025 · 5 min read

POLICY

POLICY

Inbound Investment: The Tax Questions That Shape Structure

October 21, 2025 · 5 min read

CAPITAL

CAPITAL

Blended Finance and EU Development Mandates

February 10, 2026 · 7 min read

CAPITAL

CAPITAL

PPP and Availability-Based Models in European Infrastructure

March 10, 2026 · 7 min read

CAPITAL

CAPITAL

Mobilizing Institutional Capital for Grid and Storage

April 14, 2026 · 7 min read

CAPITAL

CAPITAL

Export Credit Agency Cover in Sovereign and Infrastructure Capital Stacks

May 12, 2026 · 7 min read

RISK

RISK

Enterprise Risk Management for Capital-Intensive Mandates

June 9, 2026 · 7 min read

RISK

RISK

Incident Memo: When a Municipal Offtaker Stops Paying — and Nobody Defaults

June 9, 2026 · 7 min read

RISK

RISK

Due Diligence for IC and DFI Gates: A Working Checklist

July 14, 2026 · 7 min read

FUNDS

FUNDS

Letter to Prospective Limited Partners: Governance Before Growth

August 11, 2026 · 7 min read

FUNDS

FUNDS

Alternative Strategies for European LPs: A Strategy Map

September 8, 2026 · 7 min read

FUNDS

FUNDS

LP Memo: Co-Invest Access, Allocation Fairness, and Fee Economics

October 13, 2026 · 7 min read

POLICY

POLICY

EU Capital Markets Union and the Institutional Investor Agenda

February 10, 2026 · 6 min read

POLICY

POLICY

National Recovery Plans and Private Capital Mobilization

March 10, 2026 · 6 min read

POLICY

POLICY

Regulatory Convergence Across DACH, Southern, and Nordic European Markets

August 11, 2026 · 6 min read

POLICY

POLICY

Development Finance Institutions and the Future of European Co-Financing

September 8, 2026 · 6 min read

CREDIT

CREDIT

Guarantee Facilities and Partial Risk Sharing for Infrastructure Debt

May 12, 2026 · 7 min read

CREDIT

CREDIT

First-Loss and Mezzanine Credit Enhancement in Blended Finance Stacks

July 14, 2026 · 7 min read

CREDIT

CREDIT

Sovereign Guarantee Programs and Private Capital Catalysis

October 13, 2026 · 7 min read

IMPACT

IMPACT

ESG Integration Across the Investment Lifecycle in European Markets

April 14, 2026 · 7 min read

IMPACT

IMPACT

Impact Measurement for Development Finance and Institutional Mandates

November 10, 2026 · 7 min read

IMPACT

IMPACT

Transition Finance and Credible Decarbonization Pathways in European Industry

November 10, 2026 · 7 min read

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Analysis on development finance, risk management, fund structuring, and cross-border capital markets from the group's advisory team.

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