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Balfe Morrison
Head of Listed Infrastructure Strategies and featured guest discussing infrastructure investing, sector drivers like AI and energy, and opportunities across public and private markets.
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Sep 19, 2025
• 18min
232: Infrastructure, AI & Energy: Navigating the Golden Age of Infrastructure Investing
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Balfe Morrison, Head of Listed Infrastructure Strategies, joins to discuss the booming world of infrastructure investing. He highlights how sectors like data centers and pipelines are central to today's economy and influenced by AI and energy needs. Balfe contrasts public and private market access, revealing exciting investment opportunities. He also dives into the surge in natural gas projects and transportation innovations, making a case for infrastructure as a resilient asset class in turbulent times.
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