Infrastructure Investment Insights
Mario highlights the growth potential in real assets and infrastructure, emphasizing the importance of cautious investment due to changing definitions and pricing challenges. The ongoing energy transformation and inflation sensitivity present opportunities, especially as many investors remain under-allocated. He also notes a shift in international investing trends, with geopolitical uncertainties causing a pullback in U.S. investments, while European and Asian investors continue to embrace global opportunities.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
Mario Giannini – View from the Top of Private Equity at Hamilton Lane (Capital Allocators, EP.262)
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