The Bridge Ep. 4: How Infrastructure Really Fits Into a Modern Portfolio
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The Bridge Ep. 4: How Infrastructure Really Fits Into a Modern Portfolio
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About this listen
In this episode of The Bridge by iCapital, Sadek Wahba, Founder and Chairman of I Squared Capital, breaks down how investing in essential, hard assets—from airports and water systems to power generation, fiber, and data centers—can play a critical role in portfolio construction.
He explores:
- Why infrastructure can offer long‑duration, inflation‑linked cash flows
- What digital infrastructure really includes — beyond just data centers - How diversification across sectors and regions helps manage risk
- Why the U.S. has underinvested in infrastructure for decades
- How public‑private partnerships are increasingly stepping in to fill the gap
From water and transport to AI‑driven digital demand, this conversation connects the fundamentals of infrastructure investing with the forces shaping its future.