Podcasts

Pantheon: ‘Infra secondaries is becoming a core allocation for investors’

On this podcast, global head of Pantheon’s infrastructure team Andrea Echberg discusses the evolution of the secondaries market, the ‘good, the bad and the ugly’ of continuation funds, and record investor appetite.

Infra’s $1.2trn fundraising comeback – but who really wins?

On The Infrastructure Investor Podcast, editor-in-chief Bruno Alves and Americas editor Zak Bentley dissect fundraising for the world’s largest GPs, talk about performance dispersion and highlight how market needs are changing.

DigitalBridge: Industrialisation of AI will need 500GW of compute over next decade

On The Infrastructure Investor Podcast, DigitalBridge CEO Marc Ganzi tackles data centre obsolescence, the arbitrage opportunity for operators that control their own power, and why robotics and AI factories are the future.

Blackstone: Industry needs to go beyond ‘do no harm’ in data centre development

On The Infrastructure Investor Podcast, Blackstone head of infrastructure Sean Klimczak talks about risks to data centre expansion, why the firm is keen on US utilities, the opportunity in Europe and more.

‘Investors are sleepwalking’ on Iran war risks

On The Infrastructure Investor Podcast, I Squared founder Sadek Wahba explains why he is cautious in the AI infra boom, why markets are underestimating risks from the Iran war, resilience in infra investing, and the growing role of private wealth.

AI, geopolitics, strategy drift – and other takeaways from the Global Summit

In this podcast, PEI Group's editors discuss highlights from the 2026 Global Summit, in Berlin, as the asset class evolves and faces new challenges.

Igneo: ‘I don’t want to be on the phone to clients explaining why our...

On The Infrastructure Investor Podcast, global head of Igneo Infrastructure Partners Niall Mills talks lessons learned from exiting the firm's first Euro fund, why it does quarterly valuations, and the benefits of auctions with an angle.

What to expect after infra’s record fundraising year

In this episode of the Infrastructure Investor Podcast, we analyse fundraising across closed- and open-end funds to shed some light on the health of the market.
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