Across the Western world, geopolitical instability has exposed dependencies formed through the internationalization of trade. North American and European nations, especially those mired by productivity issues, have felt the constrictive effects of deglobalization more strongly than others, instigating a rethink of how government spending should be prioritized.

About a decade ago, the submarine cable industry underwent a fundamental transformation. The arrival of webscale companies such as Amazon, Google, Meta and Microsoft has reshaped not only who owns the cables, but how they are built, where they are deployed and the purposes they serve.

Kali Arevalo, editor of Institutional Investing in Infrastructure (i3), recently interviewed Dave Noakes, senior managing director at Prostar Capital, about Korea’s first green hydrogen refueling station.

Despite ongoing tensions and conflicts in the Middle East, economic growth prospects in many countries are improving, according to a September 2025 report from White & Case.

With one of Africa’s largest economies, Nigeria is counted among the most significant long-term emerging markets due to its scale, unmet needs and strategic importance in Africa.

Although the nature of the instruments and institutions has evolved, the underlying psychology and systemic vulnerabilities bear a striking resemblance to those of the late 1920s. The question is not whether history will repeat itself, but whether we are paying enough attention to the way in which it rhymes.

In a sponsored report published in the February issue of Institutional Investing in Infrastructure (i3), John Ma and Michael Ryder, co-heads of North America at Igneo Infrastructure Partners, explain how Igneo’s hands-on strategies are particularly successful in the middle market.

In a sponsored interview published in the February issue of Institutional Investing in Infrastructure (i3), Nick Baker, senior director at Quinbrook, looks at the clean energy opportunities in North America and details the firm’s recent expansion into Canada.

Gianluca Minella, head of research at InfraRed Capital Partners, discusses the firm’s forecast for 2026 and what investors will be focusing on in 2026.