UK infrastructure faces a one-in-five crash risk if gilt yields surge toward 10%. Vallorii’s modelling shows how debt structure and regulation—not sector—will decide who absorbs the shock when bond markets turn volatile.

Capital flows, not theory, drive valuations. Our latest analysis gets to the core of Vallorii’s work: making sense of inelastic markets and pricing infrastructure equity for the next decade of transition and resilience.

Our September 2025 roundtable brought together a full house of senior investors, regulators, utilities, and policymakers to explore how the macroeconomic environment since the 2022 structural break is reshaping infrastructure investment - and what to do about it. We set out to answer one central question: Can ambitious infrastructure investment still be delivered in today’s macro environment? Macroeconomics underwent a structural shift in 2022, increasing cost of capital just when investment...

Infrastructure remains attractive post-2022, but UK capital supply lags demand. With bond risks rising and regulation uncertain, bridging the gap will require clearer frameworks, stronger coordination, and long-term confidence.

High interest rates and investor backlash risk missing capital goals if government can't lock in stability and new financing mechanisms

Executive summary:   Britain’s water‑supply “megaprojects” are arriving: 30 schemes with ~£50bn of lifetime spend, most to be let via...