Tom Levine, Partner, Digital Infrastructure and Telecom, Paul, Weiss, discusses shifting investor sentiment in digital infrastructure, capital discipline, fibre consolidation trends and the outlook for dealmaking across European markets.

• Digital infrastructure investment sentiment and sector differentiation – 00:45
• Evolution of private capital and implications for capital allocation – 03:05
• Prudence, cash generation and changing investor risk appetite – 06:42
• Fibre consolidation dynamics and restructuring pressures in the UK – 08:43
• Dealmaking outlook, exits and the next investment cycle – 09:57