Episode 341: Infrastructure Equity in Today’s Markets: Themes, Trends, Opportunities

Infrastructure equity is no longer just about toll roads and utilities—it’s becoming a core part of insurance portfolio strategy. In this episode of the InsuranceAUM.com podcast, Gianluca Minella, Head of Research at InfraRed Capital Partners (a part of SLC Management), joins host Stewart Foley for a wide-ranging conversation on infrastructure’s growing relevance for insurers.   Drawing on findings from SLC Management’s recent global insurance survey, Gianluca shares insights into how insurers are allocating across core, core-plus, and value-add strategies. The discussion covers inflation protection, regulatory treatment, digitalization, decarbonization, valuation discipline, and infrastructure’s role as both a defensive and growth-oriented asset class.   Whether you’re focused on diversification, long-term returns, or navigating macro risks, this episode offers timely and practical insight into how infrastructure equity is being used by insurers to enhance portfolio resilience and performance.