How AI, tariffs, and the energy transition are reshaping infrastructure investing

May 27, 2025 · 24 min

0:00-24:09

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AI, the energy transition, and geopolitical tensions are reshaping the global economy and markets — they are also transforming the landscape of infrastructure investing. Tavis Cannell, global head and co-CIO of infrastructure at Goldman Sachs Alternatives, looks at the megatrends driving opportunities and the outlook for the sector.

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