Infrastructure: Today’s “Generational” Investment Opportunity

Apollo partners Harry Seekings and Vittorio Lacagnina discuss infrastructure as what Seekings calls a generational investment opportunity. They cover areas including digital, power grid modernization, transport and environmental services, and how Apollo approaches the asset class across the full capital structure. They also discuss infrastructure’s potential for stable cash flows, inflation protection and low correlation to public markets as a diversifier for institutional and wealth investors.

1. Infrastructure represents a projected $75+ trillion in investment over the next decade, according to the description.
2. The discussion covers digital, power grid modernization, transport and environmental services.
3. Apollo approaches infrastructure across the full capital structure.
4. The episode cites stable cash flows, inflation protection and low correlation to public markets as potential diversifier characteristics for institutional and wealth investors.