Institutional Investing in Infrastructure Roundtable (i3)

I was honored to participate last Thursday at the Institutional Investing in Infrastructure (i3) Roundtable - hosted by DWS in New York — on the growing intersection of geopolitics and infrastructure investments.

The Roundtable began with me giving an update on the Inflation Reduction Act (IRI) and how the CHIPS Act has the potential to create more investment opportunities. We went on to talk about how the Ukraine War and the prospects of war in Gaza are likely to impact energy investments and how we may face a resurgence in fossil fuel investment.

We went on to debate whether deglobalization is picking up speed and truly leading to more on/nearshoring and it leading to logistics/supply chain investments. We then moved to discussing Europe and how it likely has a more diverse investable universe.