The Infrastructure Investor Podcast

PEI Group

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

00:00

Episodios

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The Infrastructure Investor Podcast

Episodios

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