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

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

2025/5/27
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Goldman Sachs Exchanges
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Alison Nathan
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Tavis Connell
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Tavis Connell: 作为高盛另类投资部门基础设施全球主管，我认为基础设施在投资组合中扮演着关键角色。首先，它是一种有效的多元化工具，与公开股票、固定收益以及其他私人资产类别的相关性较低。其次，基础设施在经济不稳定和高通胀时期表现出极强的韧性。自2022年初以来，基础设施的回报率达到了9%，远高于私募股权和房地产。最后，基础设施提供了极具吸引力的绝对回报，许多策略的目标回报率超过10%。总的来说，我认为对于寻求稳定和增长的投资者来说，基础设施是一个非常有吸引力的选择。

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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.

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