Where Infrastructure Deals Are Heading

In part two of our interview series, Ares Co-President Kipp deVeer explains where the firm sees the strongest opportunities in the “new economy," and why it’s moving from financing data centers to building them. 

We ask the Co-President of Ares what’s really happening in the private credit market, the advantages of being a scale player, and where he sees performance dispersion among managers. 

We asked six leading investors at Vista, Hg, Advent, CVC, KKR, and Apollo where AI is creating value today—and what it will take to unlock the next wave of transformations. 

<p>In the second episode of our infrastructure mini-series on The Bid, guest host Mark Wiedman, speaks with Matt Harris and Salim Samaha from Global Infrastructure investing to explore one of the biggest opportunities in infrastructure, the global transition to a low carbon econo ... Show More

<p>What stock sectors could fundamentally benefit from infrastructure spending?&nbsp;To answer this question, it’s important to follow the money.</p> 

Infrastructure investing is no longer a niche play — it’s at the center of today’s global economy and portfolios. In this episode of The Bid, we dive into why infrastructure investing is having a moment, how it connects to AI, and what megaforces are shaping the next decade of gr ... Show More

<p>Energy companies face a dual challenge – they must decarbonise whilst managing increased demand from emerging and developing economies. In this podcast, ACWA Power’s Marco Arcelli, Petronas’ Charlotte Wolff-Bye and Standard Chartered’s Wan Thonh Chow share insights into how th ... Show More

<p>Two big stories are underway in oil and energy markets: changing supply and demand factors amid COVID-19 vaccinations and the impact of ESG considerations. We dive into both.</p> 

In this episode of RPM, Tim Rees, a London-based Partner on StepStone’s Infrastructure and Real Assets team, joins co-host Michael Venne to discuss the rapid growth of infrastructure secondaries and why the market is gaining momentum. They cover: Growth of infrastructure asset cl ... Show More

Making meaningful progress toward a net-zero transition requires a new era of collaboration between global stakeholders — from oil, gas and power providers to heavy industry such as steel, metals and mining, cement, chemicals, freight and logistics, to light industry that include ... Show More

The rapid growth of digital infrastructure like AI, edge computing, virtual reality and private clouds is making data centers—once an underappareciated niche—into an increasingly important commercial real estate sector. DigitalBridge CEO Marc Ganzi and CBRE’s Pat Lynch share insi ... Show More