United Kingdom: Investment Strategy

Surging AI demand is creating unprecedented demand for capital, driving a major need for new data center capacity. This analysis explores how data center financing structures are evolving to address different stages of infrastructure development, from land acquisition and construction through to long-term capital markets takeout, examining the unique challenges of AI-focused facilities and the sophisticated blend of real estate, infrastructure, and structured credit approaches required.

The UK's £15 billion defence spending increase represents a pivotal shift in how defence innovation will be financed, positioning private capital as essential to modernizing military capabilities. As regulatory barriers ease and investment flows into dual-use technologies, AI, and autonomous systems, questions emerge about whether market infrastructure can keep pace with government ambition. The intersection of public procurement, private investment, and national security regulation will determine if t

Ireland leads Europe as the top destination for data and technology investment, with 57% of respondents rating it highly suitable—surpassing Germany, the Netherlands, France, and the UK. The factors driving this competitive advantage have evolved significantly since 2021, with organisations now prioritising proximity to customers, ease of doing business, and tax incentives over regulatory considerations.

In an increasingly competitive global living sector, purpose‑built student accommodation (PBSA) continues to stand out for its resilience and maturity. Underpinned by world‑leading universities...

The Environmental and Waste sector has experienced significant M&A momentum over the past decade, driven by regulatory changes and investor interest in circular economy platforms.

The Pension Schemes Act 2026 introduces reserve powers allowing the UK government to mandate investment allocations for DC master trusts, potentially overriding trustee fiduciary duties. This analysis examines the scaled-back mandation provisions, their relationship to the Mansion House Accord's voluntary commitments, and the safeguards designed to protect trustees while channeling pension assets into unlisted investments and UK markets.

The chemicals sector is experiencing unprecedented turbulence as long-standing structural weaknesses meet acute market volatility. Senior legal experts from A&O Shearman examine how corporates and creditors are adapting their strategies, what trends are reshaping the industry, and where investors and restructuring professionals should focus their attention when navigating this challenging landscape.

As the market is forming a view on the Commission's SFDR 2.0 proposals, this article provides an overview of where the key industry voices are landing.

In this two-part article series, we examine how Chief Financial Officers (CFOs) can adapt their financing structures to remain resilient and competitive in disruptive times.