How AI, tariffs, and the energy transition are reshaping infrastructure investing

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  AI, the energy transition, and geopolitical tensions are reshaping the global economy and markets.

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  They're also transforming the landscape of infrastructure investing.

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  I'm Alison Nathan, and this is Goldman Sachs Exchanges.

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  For today's episode, I'm joined by Tavis Kanell,

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  the Global Head of Infrastructure within Goldman Sachs Alternatives,

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  which is part of our asset and wealth management business.

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  We'll be exploring the megatrends driving opportunities and the outlook for the sector.

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  Tavis, welcome to Exchanges.

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  Thanks, Alison.

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  Look forward to our discussion today.

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  So, Tavis,

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  we're obviously in a very volatile market environment and investors are starting to look closely at their asset allocations.

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  So let me start by asking you, what role can infrastructure play in portfolios?

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  Well, look, it's a great question.

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  And, you know, in all of our client conversations today, obviously,

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  everyone's reading the newspaper and trying to digest,

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  you know, some of the changes that are happening.

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  I think what's interesting about infrastructure is that,

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  in particular, when you look at institutional investors,

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  they've really progressively increased their allocations to the asset class over the last 10 plus years.

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