All Episodes
The Infrastructure Investor Podcast — 39 episodes
Blackstone: Industry needs to go beyond ‘do no harm’ in data centre development
'Investors are sleepwalking' on Iran war risks
AI, geopolitics, strategy drift - and other takeaways from the Global Summit
Igneo: 'I don’t want to be on the phone to clients explaining why our valuations dropped'
Green energy investors brush off geopolitical turmoil
Mid-market muscle: How smaller deals are powering the next US infrastructure boom
The AI revolution: How infrastructure is adapting
What to expect after infra's record fundraising year
ECP: US needs up to 400GW - ‘that’s not going to happen overnight’
KKR: Parts of AI market running ‘a bit hot’ in one of tech’s fastest capex cycles
What's driving Asia-Pacific's infra markets?
Inside infra’s biggest fundraising year
Forging ahead with sustainability against political headwinds
How to capitalise on transport’s mega-trends
Brookfield: Compute can be financed with infra cost of capital
How solid is infra’s fundraising recovery?
Stonepeak: ‘Power scarcity gave data centres their moat’
LP-leds rule by volume, but GP-leds are very sizeable
Actis: Investors need to think of growth markets as ‘most markets’
Partners Group: ‘LPs need more regular liquidity than some historical strategies can offer’
Slower dealflow is forcing people to think outside the box
AI, geopolitics and other takeaways from the Global Summit
Infrastructure’s digital age
The three pillars of a ‘classic Blackstone infra deal’
Is infra climbing up the risk curve?
NYC BAM: ‘Infra has the best inflation passthrough in private markets’
On the cusp of an infra ‘supercycle’
Addressing the global energy ‘trilemma’
What’s next for infrastructure fundraising?
The energy transition’s next era
Brookfield: ‘We can play in scale, even on day one’
Is America’s energy transition safe in Trump’s hands?
Macquarie: ‘Investors wonder whether there is truly an ability to achieve a higher risk premium in Asia’
How the II 100 has changed over the past decade
KKR: ‘We take a targeted-rifle approach’ to new strategies
Will the US ever truly embrace private infra financing?
Has the UK water sector hit rock bottom?
A deep dive into the AI infrastructure opportunity
The Infrastructure Investor Podcast trailer