Year: 2026

Allocatability, not Bankability, may be the Primary Constraint on Infrastructure Capital at Scale

Analysis released ahead of the G7 Summit and London Climate Action Week argues that infrastructure capital formation is increasingly constrained by allocatability rather than capital availability. LONDON — Despite three decades of guarantees, blended finance structures, political risk insurance and first-loss capital mechanisms, the global infrastructure financing gap remains substantial.…
Read More

G7 Africa Heads of State Summit Advances Sovereign Infrastructure as Global Asset Class for the AI-Industrial Era

Sovereign Infrastructure establishes mandate-eligible institutional exposure across energy, critical minerals, logistics, compute, and corridor systems. NAIROBI, Kenya 12 May 2026 — Leaders at the G7 Africa Forward Heads of State Summit advanced Sovereign Infrastructure (SI) as the benchmark-compatible asset class through which sovereign systems enter global institutional portfolios in the…
Read More

Making Development Investable: IIPP Architecture Launched for the World Bank Spring Meetings

WASHINGTON, D.C. — April 2026 Global institutionally managed portfolios now exceed $300 trillion globally, yet private capital mobilisation into infrastructure, industrial systems, and transition assets remains structurally limited. The constraint is not capital availability. It is the absence of systems that translate development priorities into allocatable institutional exposure. The implication…
Read More

EU Global Gateway and the €300bn challenge of making development investable

Mobilising private capital at scale requires designing opportunities around institutional investors’ mandates and creating asset classes capable of absorbing capital. At the European Investment Bank Global Forum in Luxembourg, the €300 billion Global Gateway initiative confronted a defining question for development finance: how can private capital be mobilised at scale…
Read More