Infrastructure Private Debt: European competitiveness at the heart of a new strategy
15.06.2026|4 min
Bérénice Arbona, Head of Infrastructure Debt at LBP AM European Private Markets (EPM), shares her perspective on the new investment cycle shaping Europe and the strategic role of infrastructure private debt in supporting long-term competitiveness.
A new investment cycle in Europe
Europe is entering a new phase of investment, driven by the need to strengthen its competitiveness and resilience. Massive financing requirements are emerging across key sectors — from digital infrastructure and transport networks to social assets, and the transition to a more circular economy.
These trends are not cyclical. They are long-term transformations that are creating, in our views, significant opportunities for institutional investors seeking stable and predictable cash flows, while contributing to the region’s economic development.
EPM launches a strategy focused on European competitiveness
Building on its established platform and track record, EPM is launching a new strategy dedicated to European competitiveness. The ambition is to combine financial performance with a meaningful contribution to economic resilience across the continent.
Structured around key sectors — digital infrastructure, environmental and circular economy assets, and essential infrastructure — the strategy relies on a proprietary framework designed to identify projects with strong and lasting local and regional impact.
With over a decade of experience and a well-established sourcing network, EPM aims to capture these opportunities through a selective and disciplined approach, supporting Europe’s long-term transformation.
Disclaimer :
This promotional video has been produced for information purposes only and does not constitute an offer or solicitation, nor a personalised recommendation within the meaning of Article D321-1 of the Monetary and Financial Code, nor a provision of research, within the meaning of Article 314-21 of the AMF General Regulation, nor a financial analysis, within the meaning of Article 3, 1°, 35) of the EU Regulation No. 596/2014 of 16 April 2014 on market abuse (MAR), with a view to subscribing to LBP AM mutual funds. The information contained in this document is provided for information purposes only and has no pre-contractual or contractual value. LBP AM also informing the investor that it cannot be held responsible for any investment decision, whether or not it is based solely on the information contained in this document. Indeed, the investor's attention is drawn to the fact that: every investment has its disadvantages and advantages, which must be assessed in the light of each investor's individual and studied profile (desired return, risk that can be borne, etc.), and that, prior to any investment, and in order to avoid an investment in a UCI which does not correspond to his profile, the investor must carefully read the legal documentation of the UCI which is provided to him and, if he considers it necessary, must contact his adviser to obtain further information on the planned investment in relation to his own investor profile. This document is intended solely for the persons to whom it was originally addressed and may not be used for any purpose other than that for which it was designed. It may not be reproduced or transmitted, in whole or in part, without the prior written authorisation of LBP AM, which may not be held responsible for any use that may be made of the document by a third party.