The Infrastructure Investor Podcast

Editor-in-chief Bruno Alves sits down with Actis chairman and senior partner Torbjorn Caesar.

In a wide-ranging discussion with the growth markets specialist, Caesar argues that perception of risk (versus real risk) is still the main impediment to channeling more infrastructure capital into these markets. He also explains why investors should think of growth markets as “most markets”, how strong demand for critical infrastructure o...

In this episode, editor-in-chief Bruno Alves sits down with Partners Group’s head of infrastructure, Esther Peiner.

The discussion covers a broad range of topics, including the recent Iberian blackout and the importance of resilience, how to invest through the current volatility, why managers have to think of a world where LPs need more regular access to liquidity, how persistent inflation could threaten the asset class's diversifi...

In this episode, editor-in-chief Bruno Alves sits down with Nathalie Tidman, editor of Infrastructure Investor Deals, our new transactions-focused affiliate title launched in January, and Americas editor Zak Bentley, to talk about the deal landscape.

The discussion delves into the slow pace of European M&A and why it predates current market volatility, why LPs are shying away from platforms dominated by early-stage pipelines, o...

Infrastructure Investor editor-in-chief Bruno Alves sits down with Americas editor Zak Bentley to discuss their main takeaways from the Infrastructure Investor Network’s Global Summit, recently held in Berlin, that featured more than 3,000 members, including 800-plus LPs.

The discussion covers artificial intelligence, investors’ craving for certainty in the midst of geopolitical upheaval, the double-edged sword of regulation, LP ap...

This episode is sponsored by Edmond de Rothschild and Palistar Capital

Digital infrastructure is developing rapidly, turbocharged first by the coronavirus pandemic and now by advances in artificial intelligence, which have turned data centres into arguably the hottest investment in infrastructure at the moment. The sector also includes fibre and towers, both of which are also attracting strong investor interest.

This episode of The...

In this episode, editor-in-chief Bruno Alves sits down with Blackstone global head of infrastructure Sean Klimczak.

Infrastructure was Blackstone’s best-performing asset class in 2024, generating a gross return of 21 percent, according to the firm’s Q4 results. Blackstone is also one of the few industry titans fully committed to investing in the asset class through an open-ended strategy.

Unsurprisingly, a big part of our conversat...

As infrastructure changes and evolves as an asset class, we often discuss whether it’s become riskier. But what does "risker" actually mean?

In this episode, editor-in-chief Bruno Alves, Americas editor Zak Bentley and Anne-Louise Stranne Petersen, senior reporter – energy transition, debate what asset class characteristics are falling by the wayside, which new risks investors need to be aware of these days – particularly in the bu...

Editor-in-chief Bruno Alves sits down with Petya Nikolova, deputy CIO and head of infrastructure at the Office of the New York City Comptroller’s Bureau of Asset Management. The Bureau oversees the investments of the five New York City retirement systems, which have a collective $280 billion of assets under management, with $8.4 billion invested in infrastructure as of December 2024.

Nikolova has led the infrastructure programme si...

This episode is sponsored by Ridgewood Infrastructure and I Squared Capital  

The need for new infrastructure in markets like the United States is immense, and private capital has a big role to play in making it happen. The mid-market may be especially well-positioned to offer that institutional capital a share in the growth potential of the mega-trends shaping the future of global infrastructure. So in this episode, attention turn...

This episode is sponsored by Eurazeo and Actis

Renewable energy is being deployed rapidly around the world, and various green industries are cropping up to take advantage of cleaner and cheaper power. The rollout of renewables is shaping new economic realities, as industries increasingly look to tap into greener sources of power. Many parts of Asia, the Middle East and Africa are poised to benefit. Europe, meanwhile, faces a challe...

In this episode, Infrastructure Investor senior editor Bruno Alves, deputy editor Kalliope Gourntis and Americas editor Zak Bentley take a deep dive into the infrastructure fundraising market.

After two years of contracting totals, fundraising for unlisted, closed-end vehicles hit a low point in 2024. With circa $92 billion raised, last year’s tally was the lowest since 2015 – and the first time in nearly a decade that fundraising ...

This episode is sponsored by Nuveen and Quinbrook Infrastructure Partners

The state of renewable energy is a series of contradictions. On the one hand, solar panels are cheaper, but they may not stay that way with the threat of tariffs from the incoming Trump Administration. Distributed energy and behind-the-meter power generation are promising, but there are persistent structural obstacles, especially around microgrids. Meanwhile,...

In this episode, Infrastructure Investor senior editor Bruno Alves sits down with Hadley Peer Marshall, Brookfield Asset Management’s chief financial officer and co-head of infrastructure debt and structured solutions.

Given Brookfield manages some of the asset class’s biggest strategies across core equity, pure-play infrastructure debt and energy transition, scale is a big part of the discussion, which also covers Brookfield’s cor...

This episode is sponsored by Nuveen and Igneo Infrastructure Partners

With the American electorate recently handing the White House back to Donald Trump, it seems like an opportune time for Infrastructure Investor to unpack what it could all mean for the infrastructure asset class – in particular, the US commitment to renewables and the energy transition. Trump is, after all, the man who previously removed the world’s largest econo...

In this episode, senior editor Bruno Alves sits down with Verena Lim, CEO of Macquarie Group Asia, co-head of Asia-Pacific for Macquarie Asset Management Infrastructure, and head of investments for the Macquarie Asia-Pacific Infrastructure Fund series.

What follows is a wide-ranging discussion on Asia-Pacific infrastructure investing, taking in accelerating LP interest in the region, how Asia compares to the US and Europe as an inv...

In this episode, senior editor Bruno Alves, deputy editor Kalliope Gourntis and Americas editor Zak Bentley look back on how our Infrastructure Investor 100 ranking of the largest infrastructure managers has changed over the past decade, following publication of the latest edition earlier this month.

Comparing the 2024 edition to the 2014 one reveals a plethora of changes, including the ranking’s sevenfold growth, the rise of speci...

In this episode, Infrastructure Investor senior editor Bruno Alves sits down with KKR global head of infrastructure Raj Agrawal.

KKR’s infrastructure unit has been on a remarkable growth trajectory, from being the 17th largest infrastructure manager in the world in 2014 to becoming the third largest in our recently released Infrastructure Investor 100 ranking. During that time, it added to its global core-plus strategy by launching...

In this episode, Infrastructure Investor senior editor Bruno Alves sits down with Sadek Wahba, founder, chairman and managing partner of independent manager I Squared Capital.

Top of the agenda is Wahba’s new book – Build: Investing in America’s Infrastructure – which chronicles the US’s underinvestment in infrastructure, contextualises the historical reasons for the dominance of public sector infrastructure financing, proposes a r...

In this episode, senior editor Bruno Alves, deputy editor Kalliope Gourntis and Americas editor Zak Bentley discuss the latest developments affecting the UK water sector, following the publication of our September cover story.

That includes news of outreach to some of the industry’s biggest fund managers to inject equity into troubled utility Thames Water; worrying evidence of contagion from the Thames Water debacle for recent debt...