Actis: Investors need to think of growth markets as ‘most markets’
In this podcast, chairman and senior partner Torbjorn Caesar talks about the perception versus the reality of risk, why there’s safety in strong demand, and which markets offer the best opportunities.
Partners Group: ‘LPs need more regular liquidity than some historical strategies can offer’
In this podcast, head of infra Esther Peiner tackles the importance of resilience, investing through the current volatility, the impact of sticky inflation, and more.
Slower dealflow is forcing people to think outside the box
In this podcast, we discuss how current volatility is affecting deals, why early-stage pipelines are out of favour and the rise in infra-adjacent opportunities.
AI, geopolitics and other takeaways from the Global Summit
In this podcast, we review what industry leaders are saying about regulation, LP appetite for the mid-market, direct investing and much more.
Infrastructure’s digital age
Palistar Capital’s Josh Oboler and Edmond de Rothschild’s Jean-Francis Dusch explore one of the asset class’s most exciting sectors, in this episode of The Infrastructure Investor Podcast.
The three pillars of a ‘classic Blackstone infra deal’
In this podcast, global head of infra Sean Klimczak discusses the blockbuster AirTrunk deal, transportation’s enduring appeal, portfolio construction and the advantages of being open-ended.
Is infra climbing up the risk curve?
The asset class has evolved considerably over the last few years. In this podcast, we discuss what that means for its risk profile.
NYC BAM: ‘Infra has the best inflation passthrough in private markets’
In this podcast, Petya Nikolova, head of infra for NYC’s five retirement systems, talks about infra’s role in the portfolio, how to invest in the digital and transition mega-trends, and whether the asset class is becoming riskier.
On the cusp of an infra ‘supercycle’
In this podcast, Ridgewood Infrastructure’s Ross Posner and I Squared Capital’s Gautam Bhandari share optimism for the future of the mid-market.
Addressing the global energy ‘trilemma’
In this podcast, Laurent Chatelin of Eurazeo and James Mittell of Actis discuss how the world is confronting the challenges of security, affordability and sustainability in the energy transition.
What’s next for infrastructure fundraising?
Fundraising has dipped to its lowest point in nearly a decade. In this podcast, we discuss what a sustainable recovery could look like – and when to expect it.