39 min
S4 Ep. 3 The Future of Infrastructure with James Baldwin Investment Uncut
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- Business
This week we’re joined by James Baldwin, Real Assets Researcher at LCP.
We’re talking about the future of infrastructure investing. James shares his insights from recent research on a raft of new infrastructure assets and funds becoming known as “infrastructure 2.0”, including battery storage, EV charging, data centres, sustainable transport and, of course, renewable energy. We cover some of the characteristics of these investments compared to traditional infrastructure as well as the investment case.
We cover the investment case for investing in, and decarbonising, more traditional infra assets. We also touch on a number of fund-level features of infrastructure investing such as open vs closed-ended, specialist vs multi-strategy etc.
Anyone interested in infrastructure investing will get a lot out of this episode.
This week we’re joined by James Baldwin, Real Assets Researcher at LCP.
We’re talking about the future of infrastructure investing. James shares his insights from recent research on a raft of new infrastructure assets and funds becoming known as “infrastructure 2.0”, including battery storage, EV charging, data centres, sustainable transport and, of course, renewable energy. We cover some of the characteristics of these investments compared to traditional infrastructure as well as the investment case.
We cover the investment case for investing in, and decarbonising, more traditional infra assets. We also touch on a number of fund-level features of infrastructure investing such as open vs closed-ended, specialist vs multi-strategy etc.
Anyone interested in infrastructure investing will get a lot out of this episode.
39 min