Over the last few years, the world has been through a tumultuous journey of various disruptive forces: a pandemic, geopolitical turmoil and policy shifts, among others, to which investors have had to rethink their portfolio construction. Infrastructure, a relatively newer asset class within the private equity universe, has intrinsic properties that allow investors to diversify in new ways. Headlines across the world have spoken to government-led infrastructure initiatives, but how does someone invest in infrastructure? And in what ways can investors see the investment’s impact come to life? In this episode of Disruptive Forces, Head of Infrastructure Investing, J. Michael McCarthy, joins Anu Rajakumar to share more about how private infrastructure investing came to be, and to demystify the misconceptions of this asset class that actually can provide an intriguing opportunity set to investors today.
