Dalmore Capital has published the latest instalment of The Dalmore Infrastructure Series, in which Chief Investment Officer Alistair Ray sets out the case for UK infrastructure investing today.
The Dalmore Infrastructure Series - Why the UK Anchor Paper
By Dalmore Capital
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Highlight include:
- Market: Political stability, strong legal protections and openness to foreign investment make the UK one of the world’s most attractive destinations for long-term infrastructure capital.
- Track record: Decades of proven private-sector participation, with debt and equity strategies historically delivering premia of 1–9% above the risk-free rate and low realised loss rates.
- Pipeline: Ageing infrastructure, the government’s £725 billion ten-year Infrastructure Strategy and the transition to net zero point to a significant pipeline of future opportunity.
- Timing: A potentially attractive entry point, as capital has drifted from the UK since Brexit and the listed infrastructure trusts have been unable to raise new capital.
- Future demand: The Mansion House Accord and Pension Schemes Act 2026 could direct tens of billions of pounds of UK pension capital into infrastructure over the next five to ten years.
Read The Dalmore Infrastructure Series: Why the UK is a Great Destination for Infrastructure Investment — and Why Now
