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How AI, tariffs, and the energy transition are reshaping infrastructure investing
Manage episode 485136605 series 2399288
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
540 episodes
Manage episode 485136605 series 2399288
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
540 episodes
All episodes
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