The Infrastructure Investor Podcast AI, geopolitics, strategy drift - and other takeaways from the Global Summit
Mar 30, 2026
Conversation covers strategy drift as managers blend infrastructure with PE and real estate. Debate over core-plus definitions and moves along the risk spectrum. Concerns about the Iran war and short-term shocks reshaping long-term risk. Renewed investor appetite for nuclear and questions around the RAB model. Energy transition, data centres and sovereignty shaping capital flows.
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Transcript
Episode notes
Price Geopolitical Risk Not Optimism
- Do not publicly underprice geopolitical risk; some delegates privately warned the market is in a bubble over Iran.
- Kalliope Gourntis reported conversations where people felt attendees were underestimating the war's macro and infra impacts.
Sideline Comparison To 2007 Real Estate Calm
- On the sidelines, attendees compared unconcern among infrastructure managers today to real estate managers in 2007.
- Bruno Alves recounted a conversation noting infrastructure managers now appear similarly unconcerned.
Nuclear Reenters Investment Conversations
- Nuclear has shifted from a taboo to an investable theme, tied to energy transition and national security.
- Nathalie Tidman cited La Caisse's preferred equity role in Sizewell C as a first for private infrastructure in nuclear.