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The Infrastructure Investor Podcast
PEI Group
29 episodes
5 days ago
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Investing
Business,
News,
Business News
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All content for The Infrastructure Investor Podcast is the property of PEI Group 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.
Show more...
Investing
Business,
News,
Business News
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Infrastructure’s digital age
The Infrastructure Investor Podcast
26 minutes 20 seconds
7 months ago
Infrastructure’s digital age
This episode is sponsored by Edmond de Rothschild and Palistar Capital Digital infrastructure is developing rapidly, turbocharged first by the coronavirus pandemic and now by advances in artificial intelligence, which have turned data centres into arguably the hottest investment in infrastructure at the moment. The sector also includes fibre and towers, both of which are also attracting strong investor interest. This episode of The Infrastructure Investor Podcast focuses on the growth of – and opportunities within – digital infrastructure’s three key subsectors. Jean-Francis Dusch, global head of infrastructure and structured finance at EdR, and Josh Oboler, investment partner at Palistar Capital, explore how AI is transforming the data centre landscape, where to find the best opportunities in fibre, and why towers continue to make such a good investment.
The Infrastructure Investor Podcast