DAILY
Live Market Data
UK Gilt Yields
10yr
30yr
SONIA Swap Rates
5yr
10yr
Bank of England Base Rate
UK Inflation (Latest)
RPI
CPIH
WEEKLY
Headlines & Regulatory Feed
Ofgem Publications
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NESO / National Grid ESO
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HM Treasury & DESNZ Announcements
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UK Infrastructure M&A Headlines
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STANDING AWARENESS
Structural & Macro Context
UK Election Cycle & Political Risk
Next GE: by 2029
Labour majority (Jul 2024). Key risk: policy shifts on regulated returns, windfall taxes, planning reform. Infrastructure broadly supported cross-party but regulatory tightening possible.
Manual update: 2025-01-15
US 10yr Treasury Yield
ECB Main Refinancing Rate
2.65%
Last cut: Mar 2025. Gradual easing cycle in progress. Market pricing further cuts through 2025.
Manual update: 2025-03-15
UK GDP & PMI
GDP (Q4 2024)
+0.1% q/q
Composite PMI
50.5
Economy near-stagnant. Construction PMI tracking below 50 — negative for new-build infrastructure pipeline.
Manual update: 2025-02-28
Global Infrastructure Dry Powder
$330bn
Source: Preqin (Dec 2024). Record levels — supportive for asset valuations but compresses return premiums. Significant capital targeting energy transition and digital infra.
Manual update: 2025-01-10
Pension & Insurance Capital Flows into Infra
Increasing allocation
UK LGPS pooling driving larger ticket sizes. Solvency II reform (Matching Adjustment) favourable for insurers allocating to infra debt. Mansfield Commission recommendations pending.
Manual update: 2025-01-10