Europe's infrastructure investment gap is becoming a critical liability amid escalating geopolitical tensions. The European Court of Auditors has flagged that major infrastructure projects—essential for maintaining economic competitiveness and boosting regional resilience—continue to face significant delays.

These stalled investments aren't just bureaucratic setbacks. When core infrastructure lags while global competition intensifies, capital allocation efficiency suffers. Investors increasingly factor geopolitical stability and economic fundamentals into asset allocation decisions, and Europe's infrastructure gaps create uncertainty that extends beyond traditional markets into emerging asset classes.

The timing matters. With trade tensions, energy security concerns, and supply chain vulnerabilities reshaping global markets, robust infrastructure becomes a competitive advantage—not a luxury. Delayed projects compound these vulnerabilities, potentially redirecting institutional capital flows toward more resilient economic zones.