How AI, tariffs, and the energy transition are reshaping infrastructure investing
May 27, 2025•24 min
Episode description
AI, the energy transition, and geopolitical tensions are reshaping the global economy and markets — they are also transforming the landscape of infrastructure investing. Tavis Cannell, global head and co-CIO of infrastructure at Goldman Sachs Alternatives, looks at the megatrends driving opportunities and the outlook for the sector.
Learn more about your ad choices. Visit megaphone.fm/adchoices
For the best experience, listen in Metacast app for iOS or Android
Open in Metacast