In our latest episode of The Astute Investor, Kevin Wan-Lum, sits down with Esther Peiner, Head of Infrastructure at Partners Group. Infrastructure investment is adapting to global trends - growth, sustainability, and digitalisation. In this podcast, Esther discusses how this ‘adaption’ is widening infrastructure’s resilient characteristics, which is making it more valuable within portfolios.
Infrastructure is a vital part of our daily lives, underpinning everything from the distribution of goods to the digital services we rely on. When managed actively and with deep sector expertise, infrastructure investments can deliver not only defensive characteristics but also the potential for outsized returns - making them increasingly attractive to both institutional and private investors.
Both Kevin and Esther then discuss the importance of resilience in infrastructure, drawing lessons from recent events such as blackouts in Europe and Australia. Esther holds the view that private capital and innovative investment strategies can help address system risks, ensure reliable service, and support the transition to more sustainable and secure infrastructure networks.
