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The Infrastructure Investor Podcast

The Infrastructure Investor Podcast

Auteur(s): PEI Group
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The Infrastructure Investor Podcast delves into the latest trends in private infrastructure investment, bringing you insightful interviews with many of the industry’s most influential leaders, as well as original analysis from our award-winning team of journalists.Copyright 2024 All rights reserved. Finances personnelles Politique Économie
Épisodes
  • How to capitalise on transport’s mega-trends
    Sep 10 2025

    This episode is sponsored by Antin Infrastructure Partners

    The infrastructure market is constantly evolving, with technological advancements, environmental concerns and shifting economic and demographic trends bringing significant changes to the transport sector. So staying on top of a series of mega-trends – such as decarbonisation and digitalisation – can unearth exciting investment opportunities.

    This episode focuses on key trends in the space and how investors can take advantage of them. Angelika Schöchlin, managing partner at Antin Infrastructure Partners, and Simon Soder, senior partner and head of the firm’s London office, cover everything from safety management infrastructure and high-speed rail to salmon farming, underlining the dynamic set opportunities within the transport sector.

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    23 min
  • Brookfield: Compute can be financed with infra cost of capital
    Sep 8 2025

    In this episode, Infrastructure Investor editor-in-chief Bruno Alves sits down with Sikander Rashid, global head of AI Infrastructure at Brookfield Asset Management.

    Brookfield is the largest manager in the world, according to our Infrastructure Investor 100 ranking. It also bills itself as the world’s “largest digital infrastructure investor – with more than $100 billion invested to date – and the world’s largest private capital investor in clean energy”. Both are handy as it launches its new AI infrastructure strategy.

    Unsurprisingly, we spend a lot of time talking about how that strategy will work, and why Brookfield decided to create it. A highlight of our conversation is how Brookfield intends to bring down the cost of capital for compute – via GPU-as-a-service, for example – and whether those investments will check the right infrastructure investment boxes. We also touch on the growing investment opportunity in stabilised data centres, digital sovereignty and much more.

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    31 min
  • How solid is infra’s fundraising recovery?
    Aug 20 2025

    In this episode, editor-in-chief Bruno Alves sits down with Americas editor Zak Bentley to talk about the fundraising performance of the asset class during the first half of the year.

    With more than $134 billion raised for unlisted, closed-end funds, H1 2025 is already better than the whole of 2024. Our discussion delves into how solid the fundraising recovery is, the importance of the mega-funds, how metrics like time on the road have evolved, what fundraising for 2026 could look like, LP appetite, and much more.

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    20 min
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