In this episode, Infrastructure Investor editor-in-chief Bruno Alves sits down with Americas editor Zak Bentley to talk about the record fundraising year the asset class is having for unlisted, closed-end structures.
With $200 billion raised during the first nine months of the year – and a further $30 billion added to that since we published our fundraising report – 2025 has handily surpassed the heady years of 2021-22. What’s more, with one quarter to go, expect fundraising to climb to hitherto unimaginable heights.
Our discussion, then, hinges on how we got to this extraordinary moment for the asset class, what’s behind the headline figures, the continuing importance of time on the road in shaping the market, what fundraising in future years could look like, LP appetite and more.
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21:32
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21:32
Forging ahead with sustainability against political headwinds
This episode is sponsored by Fengate Asset Management and Arcus Infrastructure Partners
As a backlash against ESG gathers strength, particularly in the United States, it might be reasonable to assume that infrastructure managers are quietly retreating from their sustainability commitments.
While it is true that some managers are adjusting their language in how they talk about ESG and sustainability, we find that others are still eager to emphasise their importance to the asset class.
In this episode, Della Wang, director for responsible investment at Fengate Asset Management, and Neil Krawitz, partner and head of ESG and asset management at Arcus Infrastructure Partners, discuss how managers need to take a long-term view when it comes to sustainability. They agree that a key focus now needs to be on adaptation, as climate change forces managers to confront the reality of more frequent and extreme weather events.
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25:50
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25:50
How to capitalise on transport’s mega-trends
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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23:18
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23:18
Brookfield: Compute can be financed with infra cost of capital
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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30:45
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30:45
How solid is infra’s fundraising recovery?
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.
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.
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