Private Infrastructure Investment - Audio & Video

The four largest hyperscalers are expected to spend roughly $700 billion on AI capital expenditures this year, a scale with few historical parallels outside the railroads. Equity analyst Irena Petkovic examines what that spending is actually buying and what has to be true for it to pay off.

In an era of AI, data centers and electrification, rising power demand presents a range of challenges and investment opportunities across the energy sector. Bottlenecks in the supply chain, such as the backlog in gas turbine production, have grabbed headlines while the power-hungry digital infrastructure buildout lifts energy…

Welcome to the first episode of our new FTSE Russell Convenes Scholar & Investor series, where we bring together academic insight and investment expertise. In this episode, Constantine Yannelis and Thomas Moore explore the intersection of AI, energy innovation and the UK stock market.

Infrastructure is one of those words that sound simple until you actually try to define it. In today's market, where capital is abundant and labels can blur, understanding what qualifies as infrastructure and how it's financed matters more than it ever has.

Investments in private markets, such as private equity, debt and real estate, are typically valued on a quarterly basis and with a lag. This contrasts with the daily, mark-to-market valuations of funds investing in publicly listed assets.

In this episode of Barclays Brief, host Patrick Coffey speaks with Harry Mateer, Head of Americas FICC Research at Barclays, about why energy could become one of the defining macro themes of the coming decade. As energy security concerns persist, economies electrify and AI accelerates demand for power, the world must build…

Private markets remain resilient, but the path to outperformance is narrowing. Julia Hermann and Sarah Hirsch discuss the latest Private Markets Outlook and why selectivity, liquidity, and structural demand matter for investors.

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

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.

An overview of the data center space - and why it matters.

Data centers are becoming a foundational component of the global digital economy.

Canada has spent a generation underinvesting in the infrastructure and resources that underpin its economy, and that may be starting to change.

Artificial intelligence (AI) models continue to get smarter and cheaper, spurring adoption and expanding the total addressable market. Pamela Hegarty and Derek Glynn, Co-Portfolio Managers of BNPP AM’s disruptive technology strategy provide Daniel Morris, Chief Market Strategist, with their expert views of the current AI…

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

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.

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.

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

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