232: Infrastructure, AI & Energy: Navigating The Golden Age Of Infrastructure Investing The Bid podcast

Content provided by BlackRock. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by BlackRock or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

The Bid »
232: Infrastructure, AI & Energy: Navigating the Golden Age of Infrastructure Investing

9h ago 18:22

MP3•Episode home

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 growth.

Host Oscar Pulido sits down with Balfe Morrison, Head of Listed Infrastructure Strategies, to explore the golden age of infrastructure investing. From data centers powering artificial intelligence to pipelines driving energy security and railroads transforming transportation, infrastructure is proving to be one of the most durable and exciting asset classes in capital markets today.

Sources: FTSE Russell as at 29 August 2025, FTSE Global Core Infrastructure 50/50 Index; U.S. Department of Energy report via Lawrence Berkeley National Laboratory Dec 2024; “Data Centers Drive Up Electricity Demand, Causing Concern for GridOperators” Institute for Energy Research 2024; “Greenhouse Gas Emissions from the Coming Wave of US Natural Gas Transmission Pipelines”, June 2025, CEEA; Assessing the U.S. Power System's Ability to Support Data Center Growth, Schneider Electric June 2025; Amazon Q2 2025 Earnings Call;

🔗 Learn More About BlackRock: https://1blk.co/41uwhDS

🔗 Watch and Subscribe to The Bid on YouTube: https://1blk.co/48iHOs4

🔗 Follow Us on LinkedIn: https://1blk.co/3v09q6Q

🔗 Follow Us on Twitter (or X): https://1blk.co/3NuiIOW

This content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener. Reference to the names of each company mentioned in this communication is merely for explaining the investment strategy and should not be construed as investment advice or investment recommendation of those companies. In the UK and Non-European Economic Area countries, this is authorized and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorized and regulated by the Netherlands Authority for the Financial Markets. For full disclosures go to Blackrock.com/corporate/compliance/bid-disclosures

Infrastructure investing, AI investing, Stock market trends, Energy transition, Utilities

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

234 episodes