Global infrastructure and construction demand, influenced by economic growth and government spending. The mixed US jobs report and rising inflation expectations could influence central bank policies and overall economic growth, impacting new project pipelines for construction and engineering firms.

Investment trends in clean energy and nuclear power as part of the energy transition. AtkinsRéalis's significant nuclear segment and collaboration on 'Nuclear-Powered AI Factories' position it to benefit from increased global focus on decarbonization and stable energy sources.

Inflation and interest rate fluctuations impacting project costs and financing. Rising consumer inflation expectations can lead to higher interest rates, increasing borrowing costs for large-scale infrastructure projects and affecting the cost of materials and labor, which can impact profitability.