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The Astute Investor
LGT Crestone
28 episodes
1 week ago
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Business
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All content for The Astute Investor is the property of LGT Crestone and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
New podcast weblog
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Business
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Infrastructure Investing – Navigating Growth, Sustainability & Digitalisation
The Astute Investor
50 minutes
1 week ago
Infrastructure Investing – Navigating Growth, Sustainability & Digitalisation
In the latest episode of The Astute Investor, Kevin Wan-Lum sits down with Esther Peiner, Head of Infrastructure at Partners Group, to explore how infrastructure investing is evolving in response to global trends in sustainability, digitalisation, and growth. Esther shares insights on Partners Group’s approach to hands-on management and thematic investing, illustrated by recent transactions such as the exit from Grassroots Renewables and the acquisition of Green Square DC. The conversation also covers the importance of resilience, the role of private capital in addressing system risks, and how deep knowledge of assets and investment models can unlock value for portfolios in Australia and globally.
The Astute Investor
New podcast weblog