Introduction to Private Infrastructure

The Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts Every day we read new statistics about how much investment is needed to maintain ageing infrastructure and to build new infrastructure that will keep pace with modern economies. Governments can only provide a portion of the trillions of US dollars needed every year, making private investment essential. In this episode of the Beyond Markets podcast ‘Introduction to Private Infrastructure’, Fiona Kenyon, Head of Private Markets Advisors, Julius Baer talks to Tara Courtney Davies, Partner and Co-Head of KKR EMEA and Co-Head European Infrastructure, about private infrastructure: what it is, as well as its relevance to investors. In their conversation they discuss the important dynamics and developments investors should know about, and the role it can play in a sophisticated portfolio. 00:41 Introduction to speakers and topic 01:42 What is infrastructure? 02:27 What characterises infrastructure assets? 03:43 Global infrastructure needs 04:24 Tailwinds fuelling infrastructure investment 06:02 The role of private investment 06:34 Private infrastructure investment in a portfolio context 08:43 Risks to consider when investing in infrastructure 10:34 Incorporating infrastructure assets into appropriate portfolios 11:43 Considerations regarding semi-liquid investment products 12:46 Conclusion Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.