The Infrastructure Investor Podcast

In this episode, Bruno Alves, Infrastructure Investor’s editor-in-chief, sits down with Americas editor Zak Bentley. Together, they examine one of infrastructure’s fastest-growing areas: secondaries. The conversation focuses on the rise of continuation vehicles and GP-led transactions, which have evolved from a niche liquidity solution into an ever-more mainstream portfolio management tool. As infrastructure funds age and high-quality assets remain attractive for longer, managers and investors are increasingly turning to CVs to extend ownership and unlock additional growth opportunities. The discussion explores why investor perceptions of CVs have shifted significantly in recent years, with many LPs now viewing them as a way to retain exposure to top-performing assets rather than simply facilitate exits. The conversation also focuses on how surging demand for digital infrastructure, particularly data centres and AI-related assets, is helping drive activity in the secondaries market. From the growing sophistication of LPs to landmark transactions such as EQT's use of EdgeConneX as a platform for continued growth, this episode offers insights into how CVs are reshaping infrastructure investing.

This episode is sponsored by Taaleri Energia and Capalo AI Battery storage is becoming a core pillar of European energy infrastructure. Capacity is expected to double by 2030 and grow eightfold by 2040. And while only 2 percent of solar today is co-located with storage, that should rise to 50 percent by the mid-2030s. Unlike wind and solar, which earn less as markets grow more volatile, batteries earn more, making them a natural hedge within renewable-heavy portfolios and a stabiliser of fund-level returns. With multiple routes to revenue, success demands granular local market knowledge, precise renewables forecasting, and adaptive trading algorithms with tight feedback loops. That complexity only increases when batteries are co-located with wind and solar assets. In this episode, Taaleri Energia investment director, battery storage, Ville Rimali and Capalo AI CEO Henri Taskinen unpack the investment case and operational demands of the asset class, where to find the strongest opportunities, and explain why it is so rapidly overtaking pumped hydro.

Want to access all four episodes now? Register for free at this link. Critical Load: Inside the Data Centre Boom lifts the lid on one of the hottest and most contested sectors in private markets. Combining insight from major investors, operators, legal and consulting experts and PEI Group’s own research team, we go inside (literally) to explore the key themes driving growth in the sector. In this final episode of the four-part podcast miniseries, we dig into the hard numbers on investment performance and examine the sector’s future trajectory, with trends to watch including the AI shift, bridging power solutions and speculative but real early moves into the “final frontier”.

Want to access all four episodes now? Register for free at this link. Critical Load: Inside the Data Centre Boom lifts the lid on one of the hottest and most contested sectors in private markets. Combining insight from major investors, operators, legal and consulting experts and PEI Group’s own research team, we go inside (literally) to explore the key themes driving growth in the sector. In this third episode of the four-part podcast miniseries, we confront the growing public and media narrative that data centres are driving up household electricity bills and we investigate how – and whether – the record is being set straight. We also look at how the industry is addressing environmental concerns on multiple fronts. A proactive approach to engagement and education is required if operators want to maintain their social licence to operate.

Want to access all four episodes now? Register for free at this link. Critical Load: Inside the Data Centre Boom lifts the lid on one of the hottest and most contested sectors in private markets. Combining insight from major investors, operators, legal and consulting experts and PEI Group’s own research team, we go inside (literally) to explore the key themes driving growth in the sector. In this second episode of the four-part podcast miniseries, we look at the importance of location as well as power and the search for capacity. While power may be the key factor in “land, power and people”, the type of power also matters; reliability is paramount. That quest for power has led to a rise of secondary locations and has brought political consequences.