The Infrastructure Investor Podcast

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 corporate tie-ups with the likes of Microsoft and Intel, its preconditions for launching new strategies, as well as the opportunity in the ever-expanding infrastructure debt market.

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 economy from the Paris Climate Accord and has since sounded less than supportive of President Biden’s initiatives to stimulate the economy and create jobs through a series of infra-led federal legislation. So, is the Inflation Reduction Act in danger of being repealed? Does global capital have cause to be jittery? Or is the case for renewables infrastructure now simply too strong for even a sceptical Trump-led administration to deny. Helping us to address these questions and concerns are John Ma, a partner and co-head of Igneo Infrastructure Partners’ North America team, and Don Dimitrievich, the senior managing director and portfolio manager for energy infrastructure credit at Nuveen.

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 investment destination, the need for discipline when investing in diverse markets, perceived versus actual risks, and, of course, Macquarie’s highly profitable exit from pan-Asian data centre business AirTrunk.

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 specialist strategies, the remarkable growth of some of the managers on it, the disappearance of about a third of the managers that used to feature on the ranking, and much more. Click here to see the full 2024 Infrastructure Investor 100 ranking