This paper focuses on three key themes in Europe and North America to help investors navigate portfolio allocation decisions. Merchant power risk is not new to US investors, and now in Europe it is increasingly becoming a prerequisite in order to participate in the wave of energy investment opportunities. We expect the flurry of data infrastructure investments seen in 2018 to continue but we highlight some concerns. Politics will continue to dominate the headlines presenting both risks and opportunities. Broader private infrastructure debt and equity markets appear healthy, although with public markets suffering a correction in 4Q18, we examine whether private markets will continue to be unaffected.
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