In this episode of the Beyond Markets podcast ‘Introduction to Private Infrastructure’, Fiona Kenyon, Head of Private Markets Advisors, Julius Baer talks to Tara Courtney Davies, Partner and Co-Head of KKR EMEA and Co-Head European Infrastructure, about private infrastructure: what it is, as well as its relevance to investors. In their conversation they discuss the important dynamics and developments investors should know about, and the role it can play in a sophisticated portfolio.

Chapter titles: 

00:41 Introduction to speakers and topic

01:42 What is infrastructure?

02:27 What characterises infrastructure assets?

03:43 Global infrastructure needs

04:24 Tailwinds fuelling infrastructure investment

06:02 The role of private investment

06:34 Private infrastructure investment in a portfolio context

08:43 Risks to consider when investing in infrastructure 

10:34 Incorporating infrastructure assets into appropriate portfolios

11:43 Considerations regarding semi-liquid investment products

12:46 Conclusion

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