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Podcast: InsuranceAUM.com
Episode: Episode 333: The Future of Infrastructure: AI, Innovation, & Insurance Portfolio Strategy
Description: In this episode of the InsuranceAUM.com podcast, host Stewart Foley, CFA, sits down with Mansi Patel and Jeff Matthews of Principal Asset Management to explore how infrastructure debt is evolving—and how those changes are influencing insurance investment strategy. From AI-driven demand for data centers to the energy transition and shifting demographics, the conversation unpacks the current state and future outlook of infrastructure investing.
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Mansi and Jeff also explain key trends shaping the asset class: the rise of digital infrastructure, the role of power and natural gas in supporting AI growth, and the importance of geographic diversification. They provide insights i...