欧洲目前的时机非常有趣。我们之前在北美背景下提到的‘全球工业复兴’，同样适用于欧洲，而且在许多方面，欧洲的基础设施投资需求甚至更大。
这是一个需要大幅重新布线的发达市场。除此之外，还要促进能源需求、能源转型以及数字化。宏观经济发生了变化，利率现在结构性上升。我们看到通胀更具粘性。这意味着融资成本更高。人们必须在如何筹集资金和投资方面更具创造性。弥合股权所有者对价值的感知与当前利率环境下价值现实之间的差距，需要一定程度的创造力，我认为Apollo最适合提供这种能力。
我们的基础设施业务与Apollo的全球平台完全整合，遵循与其他业务相同的严谨、灵活的投资方法。
Timing right now in Europe is very interesting. This Global Industrial Renaissance we've talked about in the context of North America, applies equally in Europe, and in many respects, the infrastructure investment needs are even greater in Europe.
It’s a developed market that needs significant rewiring. Apart from anything else, in order to facilitate Energy Demand, Energy Transition, and also Digitization. There’s been a change in the macroeconomics where interest rates are now structurally higher. We’re seeing stickier inflation. And what that means is financing is more expensive. People are having to be more creative about how they raise capital and how they invest it. And bridging the gap between sometimes the perception of value on the behalf of equity owners and the reality of value in the current interest rate environment requires a level of creativity, I think Apollo is best placed to provide.
Fully integrated with Apollo’s global platform, our infrastructure business follows the same rigorous, flexible approach to investing as our other businesses.
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