Cédric Foray examines emerging deal hotspots, the recalibration of investor risk and capital strategies, and the next phase of European fibre consolidation.

Watch a snippet of the conversation below or click here for the full video.

In the full interview, Cédric Foray discusses:

• Digital infrastructure outlook and deal momentum – 01:12
• Valuation reset and shifting buyer risk priorities – 03:15
• Are carveouts becoming more attractive for value creation? – 05:33
• European fibre rollout, uptake challenges, and consolidation barriers – 08:20
• Priorities for the next digital infrastructure investment cycle – 10:17

Watch the full interview here