Private Infrastructure Investment - Audio & Video

As the global interest rate cycle shifts, what strategies can investors employ to seize capital opportunities? Over the past two years, high interest rates have caused a liquidity squeeze in private markets, but the tide is turning.

Accelerating demand growth for U.S. power has wide ranging investment implications.

As the global energy transition accelerates, Battery Energy Storage Systems (BESS) are emerging as a cornerstone of grid stability, renewable integration, and energy market flexibility.

Dominique Moerenhout, CEO of the European Real Estate Association discusses the mega trends affecting the real estate market.

The One Big Beautiful Bill marks a major shift in U.S. energy policy.

Listen to Karen Azoulay, Head of Real Assets, as she tells Chief Market Strategist Daniel Morris that investing in infrastructure fits well with the efforts of the European Commission and governments to boost spending and innovation.

Mawer explores the growing electricity demands of data centers stemming from artificial intelligence with Chris Silvestre, Analyst on the U.S. Equity Team. He shares insights from a recent research trip visiting data centers in Northern Virginia and discusses challenges around meeting power demands.

Join LGIM experts as they discuss the risks and opportunities facing investors seeking to gain access to Europe's energy transition, with a particular focus on wind, solar, battery storage and hydrogen infrastructure.

Discussion topics include:
 

• The focus on energy independence: how will…

Philippe Faget, Head of Private Assets Solutions at VEGA Investment Solutions, presents this masterclass on the fundamentals of private asset investing.

Real estate is transforming. Lalantika Medema, Alternative Credit Strategist at PIMCO, and Kirill Zavodov, Portfolio Manager and Head of European Real Estate Equity at PIMCO, discuss how resilient income streams and alternative sectors are redefining portfolios across Europe and beyond.

Several factors are reinforcing the investment case for water utilities and other water infrastructure and treatment companies. They include a recent shift in policymaker thinking to end years of underinvestment and reprioritise spending on infrastructure.

Listen to BNP Paribas Asset Management's Water Strategy Portfolio Managers Justin Winter and Harry Boyle as they cover issues around scarcity and climate change. They will also address the growing need for ultraclean water for semiconductors and cooling applications for datacentres.

Amid geopolitical change and shifts in the focus of public policy, private capital investments in infrastructure have a major role to play. This includes private equity investing in the ‘infra’ segment which includes digital assets such as datacentres, as well as energy storage and green mobility.

This webinar explores how President Donald Trump’s policies may impact clean energy investing going forward in the U.S.

Demand for power in Asia could expand as much as fivefold in the next few years as incomes rise, temperatures soar further, and calls for air quality improvements grow louder. That should set up investment opportunities in areas from clean power and efficient cooling to grid improvements and energy storage.

AI remains one of our key convictions. It'll transform the economy and create a huge amount of economic value in the future.

Here is why Asian infrastructure debt is important for investors' portfolios.

Discover how StepStone & FTSE Russell are redefining private markets with new indices. Featuring insights from StepStone Co-founder Tom Keck.

Northleaf's Managing Director, Matthew Sparks, discusses Northleaf's private equity capabilities and the firm's position in the mid-market.

This video explores better ways to understand and assess private markets performance.