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Talking Global Infrastructure

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Rating
★★★★☆
4
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1 reviews
This podcast has
43 episodes
Language
English
Date created
2022/11/30
Latest episode
2026/09/02
Average duration
38 min.
Release period
42 days

Description

Now more than ever, governments around the world are recognising the importance of partnership with the private sector to deliver transformational investment required to meet global challenges. GIIA, along with with experts in the industry, will be discussing areas that provide both challenges and opportunities in addressing the ways in which we can close the gap in infrastructure investment.

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Episode 41: GIIA Explainer: Getting up to speed on Europe's data centre landscape
2026/09/02
In this latest edition of Talking Global Infrastructure, our Policy & Public Affairs Manager Alessandro Pecorari and Senior Policy & Public Affairs Manager Alex Hagemann talk through the key findings of GIIA's new paper on data centres.    Discover the key trends shaping the European market as our team goes jurisdiction-by-jurisdiction to break down the regulatory and investment landscapes in Germany, France, the UK, and Spain.     As we take a closer look at the policy detail behind the paper, Alex and Alessandro go over the distinctions in the current data centre market for investors: training versus inference, hyperscale versus colocation, and the shift from demand-led planning to constraint-led planning.   Policies like the Cloud and AI Development Act, the Energy Efficiency Directive and the incoming EU-Wide data centre rating scheme continue to impact the markets our members invest in; this episode discusses which markets hold the most opportunities for investors, and which are falling short.   Read our complete data centre paper for a full picture of where the EU data centre market lies: https://giia.net/insights/giia-paper-outlines-private-capitals-role-in-europes-sustainable-and-resilient-data-centre-expansion/
Episode 40: Competing for Capital: Winning the global infrastructure investment race
2026/07/13
Governments across the world are locked in the same race: attracting the private capital needed to modernise infrastructure and meet goals on economic growth, energy security, climate resilience and technological advancement. In this episode of Talking Global Infrastructure, GIIA Director of Corporate Affairs Simon Montague sits down with Freshfields Partners Jessamy Gallagher, Co-head of Energy and Real Assets, and Alastair Mordaunt to break down what makes jurisdictions attractive to global investors, how investors evaluate the risks in each market, and ultimately what drives global investment. Reflecting on our Competing for Capital report, a comparative study of the policy and regulatory frameworks shaping private investment in infrastructure – focusing on nine of the world’s largest infrastructure markets, this conversation takes listeners through the expanding maze of regulatory regimes, foreign investment screening and more. The insights in Competing for Capital are vital reading for everyone involved in shaping policy or making decisions that impact the attractiveness of investing in critical infrastructure. Investment will only land where rules are clear and frameworks can deliver.
Episode 39: India’s Infrastructure Evolution: Unlocking Private Capital at Scale
2026/05/28
In this episode of Talking Global Infrastructure, hosted by Director of Policy and Public Affairs Harvey Chandler, we explore India’s emergence as a destination for private infrastructure investment. Joined by Subahoo Chordia, CEO , EAAA India Alternatives and Megha Arora, Partner CMS INDUSLAW, our conversation guides through India's journey from its early learning phases to its current status as a mature market with a concrete pipeline structure for investors. Combining essential takeaways for global investors - including the risks, opportunities and shift to large-scale execution - this most recent episode highlights the transformation and emerging successes of infrastructure investment in India. *Disclaimer: In this episode, the statement — "National Highways are governed by the State List" — was inadvertently made. We wish to clarify that this statement should be read as: "National Highways are governed by the Central List." We regret the error and any confusion it may have caused.
Episode 38: Mapping Infrastructure Trends and Market Growth Amidst Global Disruption
2026/05/18
Listen to our newest episode of Talking Global Infrastructure, where we break down the results of the Infrastructure Pulse Survey. Joined by Wayne Jephson, Jay Moody and Filippo Gaddo, key representatives from Alvarez & Marsal, our Senior Policy & Research Manager Vlad Benn covers investor sentiment highlights, from data centre increases, battery storage and renewables.
Episode 37: Exploring Infrastructure Debt: How the Market is Evolving
2026/04/09
In our latest episode of Talking Global Infrastructure, we explore a growing asset class within infrastructure investment: debt investment. Join our Chief Executive Jon Phillips and debt experts Stefan Futschik, Head of Private Debt, Managing Director at Prime Capital AG, and Valter Lourenço Managing Director, Head of Private Fixed Income Portfolio Management for SLC Management, as they break down the debt model, and how it can provide long term growth for investors. Understand how debt can diversify your investment portfolio, and how long-duration assets can provide market resilience, even when investing in contemporary markets such as digital, green energy and transport.
Episode 36: Unlocking Private Capital in the U.S.: What Our P3 Report Card Rankings Reveal
2026/03/02
In episode 36 of Talking Global Infrastructure we sat down with our Senior U.S. Advisor David Quam and Paul Jarvis, Editor of P3 Bulletin to break down the results of our recent USA P3 Report Card. Learn more about how we scored each of the states, and what stakeholders, policymakers and infrastructure leaders can take away from the results.
Episode 35: 2026 Infrastructure Roadmap: scaling capital, unlocking new models, and evolving P3s
2026/02/11
After a record fundraising year for infrastructure investment, Episode 35 of Talking Global Infrastructure explores the macro and micro trends of the last few years, and analyses market risks and opportunities transitioning into 2026. Our CEO John Phillips is joined by Darryl Murphy, Head of Infrastructure at Aviva Investors, and Jonathan Davis, Deputy Editor at P3 Bulletin, to discuss the industry trends and opportunities across the UK and US.  The discussion covers a range of topics, from the UK’s shift towards joint-venture models in affordable housing and defence, and to the resurgence of US road and airport Public-Private Partnerships (P3s). Our experts examine how political stability and emerging asset classes are defining the next chapter for long-term investment.
Renewables, transport and data centres: Top trends from our latest Pulse Survey
2025/12/02
The past six months have marked a significant shift in the infrastructure landscape: 2025 was a record year for fundraising in infrastructure; the energy transition continued to create opportunities for investors, especially in the EU; transport and digital connectivity have raised billions in 2025, with UK airports undergoing large projects and American roads becoming a priority; and data centres continue to make waves across every market. In this episode of Talking Global Infrastructure, Vlad Benn, Policy and Research Manager at GIIA, is joined by Wayne Jephson (UK), Jay Moody (US) and Filippo Gaddo (EU), industry experts from Alvarez & Marsal. Together, they talk through the results of GIIA’s Infrastructure Pulse Survey: a biannual breakdown of the sentiment of investors towards the environment for fundraising, the outlook and prospects for markets and industry sectors, the impact to barriers to investment and emerging investment trends.
Episode 33: Key takeaways from the Global Infrastructure Initiative Summit
2025/09/30
GIIA partnered with McKinsey’s Global Infrastructure Initiative (GII) for its recent global summit in Los Angeles, “A New Era for Infrastructure.” At the summit, our Chief Executive Jon Phillips chaired a panel on navigating geopolitical complexity with Luba Nikulina, Chief Strategy Officer at IFM Investors. McKinsey also launched a new report, “The Infrastructure Moment: Investing in the Expanding Foundations of Modern Society,” exploring how infrastructure is being redefined, the growing interdependencies across sectors (such as energy, water, and digital for data centers), and the implications for both investors and governments. In this episode, Jon is joined by Luba and Simon Beer, Partner at StepStone, to share their key takeaways from the summit and discuss the latest sector trends. For a deeper dive into the report’s biggest themes, Jon also speaks with Alastair Green, Partner at McKinsey.
Episode 32: Data centres - solving the challenges: power, permitting, net zero and more
2025/08/29
In this episode of Talking Global Infrastructure, Vlad Benn, our Policy and Research Manager, is joined by Andrew Jay, Head of Data Centre Solutions at CBRE, and Andrew Tobin, Director and Head of Data Centres at Turner & Townsend, to explore the forces shaping the future of data centre investment.   They delve into the rapid growth driven by AI and cloud adoption,  along with the complex challenges of securing reliable power, navigating planning hurdles, and addressing sustainability targets. Drawing on frontline experience, our guests unpack the key demand drivers, the impact of supply chain constraints, and the opportunities emerging from innovative technologies and energy solutions.   With investment flows into data centres topping $60bn during the first half of 2025, the conversation also examines how changing capital dynamics and evolving market structures are influencing the sector’s trajectory. From the rise of neo-cloud companies offering GPU-as-a-service to the ongoing waves of cloud adoption, you can hear which trends are truly bankable and built to last.
Episode 31: The future of UK water regulation: exploring Sir Jon Cunliffe's recommendations
2025/07/25
In this episode of Talking Global Infrastructure, our chief executive Jon Phillips and Eleanor Mack, a director at strategic regulatory advisor Fingleton, explore what the biggest shake-up of UK water regulation in over 30 years means for investors, companies, and consumers. Sitting down with Simon Montague, GIIA’s director of corporate affairs, they dive into both the recommendations of Sir John Cunliffe’s Independent Water Commission, and the policy framework set out in Government’s 10-year Infrastructure Strategy. Together the two reports have the potential to attract billions in private capital, restore public confidence, and make the UK a more competitive destination for global investment. With regulatory reform, political stability, and consumer expectations all in the spotlight, Jon and Eleanor share expert insights on these big steps forward, the challenges still to come, and what this all means for the future of private investment in UK infrastructure.
Episode 30 Part 2: Albanese 2.0 – the politics of Australian infrastructure
2025/06/30
In our latest episode of Talking Global Infrastructure, Harvey Chandler, Head of Policy & Public Affairs at GIIA, joins Nick Melas, Vice President at Crestview Strategy, to discuss the implications of Australia’s recent federal election for the infrastructure landscape.   Together they examine the shifting political environment and what the election results mean for private investment, highlighting the roles of key ministers and the potential impact on infrastructure policy and funding moving forward.   You can listen to the full discussion here.
Episode 30 Part 1: “Is this the first Infrastructure Investor Prime Minister?”
2025/05/29
In this episode of Talking Global Infrastructure, Claire McWatt from the Global Infrastructure Investor Association is joined by Dan Moulton, Partner at Crestview Strategy, for a wide-ranging discussion on the future of infrastructure in Canada following the recent federal election. They unpack the political landscape and what the results mean for private capital, including insights on the emerging roles of key Ministers, and the potential influence of Mark Carney’s first foray to Canadian public office. With a focus on national priorities, Claire and Dan explore sector-specific developments across airports, ports, digital infrastructure, and energy transmission, and assess how shifting federal attitudes might affect the pipeline of P3 projects. Tune in for practical insights on navigating provincial dynamics, evolving federal policies, and the delicate balance Canada must strike between attracting foreign capital and protecting critical infrastructure. This is the first in a two-part series on major elections in Canada and Australia, featuring insights from on the ground with GIIA members, Crestview Strategy. Look out for Part 2 in June.
Episode 29: Modernising US infrastructure with private capital
2025/04/30
In this episode of Talking Global Infrastructure, Simon Montague, Director of Corporate Affairs at GIIA, is joined by colleagues Jon Phillips, Chief Executive, and David Quam, Senior US Advisor, to explore how private investment can help bridge America’s infrastructure funding gap. They set the scene for a GIIA Symposium that’s open to infrastructure investors and public stakeholders, to be held in Washington D.C. on May 14, during Infrastructure Week.  Please register here. They also discuss prospects for reauthorising the Infrastructure Investment and Jobs Act, and what the recent Report Card from the American Society of Civil Engineers says about the condition of infrastructure across the country. Tune in for expert analysis on leveraging Inflation Reduction Act tax credits, streamlining permitting reforms, and mobilising public–private partnerships to modernise airports, roads, bridges, and energy networks.
Episode 28: The evolving landscape of sustainability
2025/01/30
In this episode of Talking Global Infrastructure, we explore the multifaceted world of sustainability and ESG. Vlad Benn, GIIA’s Policy and Research Manager, is joined by Natalie Sinha, Head of Sustainability for UBS Asset Management’s Infrastructure Investments platform. Together, they discuss the current state of ESG, opportunities for investors, its integration into asset management, and the challenges posed by greenwashing, regulatory complexity, and political pushback. Whether you're an infrastructure investor, policy advocate, or sustainability enthusiast, this discussion provides valuable insights into the evolving landscape of ESG and examines how it’s shaping sustainable investment and influencing the future of global infrastructure.

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