Relative Return: Infrastructure – Where you can achieve whatever outcome you're looking for

In this episode of Relative Return, host Olivia Grace-Curran and EQT Partners' managing director, Sam Franklin, discuss how the perception of infrastructure has shifted from a defensive asset class built around essential assets such as ports, toll roads and airports, to something much broader, capturing modern opportunities on the back of the global energy transition and expanding AI infrastructure. Delving deeper, they explore why infrastructure is becoming increasingly important in portfolio construction and how investors are accessing new sources of growth while maintaining downside protection. Listen as Sam discusses: Why infrastructure has moved into the mainstream The changing face of infrastructure investing Balancing protection and performance Why active management matters The long-term themes shaping the sector Infrastructure for the next 50 years