May 26, 2026
Gautam Bhandari on Bloomberg Businessweek: Why 75% of Advisors Plan to Increase Private Infrastructure Exposure
Gautam Bhandari discusses the infrastructure supercycle, AI-driven energy demand and why financial advisors are increasingly positioning private infrastructure as a core portfolio allocation.
Private infrastructure is increasingly moving from a niche allocation to a core component of modern portfolio construction, with financial advisors and wealth platforms seeking long-duration exposure to essential assets tied to global structural growth trends.
Gautam Bhandari, Co-Founder, Managing Partner and Global CIO of I Squared Capital, joined Bloomberg Businessweek to discuss why infrastructure is gaining momentum across private wealth channels and how accelerating demand for energy, power and digital infrastructure is reshaping the investment landscape.
In the interview, Gautam explains that while markets remain heavily focused on AI and data centers, some of the strongest risk-adjusted opportunities are emerging across the broader energy infrastructure ecosystem, including pipelines, behind-the-meter power, transmission networks and renewable energy systems. He also discusses how rising electricity demand, industrial reshoring and energy security concerns are driving a new infrastructure investment cycle across the US, Europe and Asia.
The conversation also explores:
- Why energy security has become a global priority following COVID, supply chain disruption and geopolitical fragmentation
- How AI-driven power demand is accelerating investment across electricity generation and grid infrastructure
- The growing role of renewables and battery storage in Europe and Asia as countries seek long-term energy independence
- Why behind-the-meter power and last-mile transmission infrastructure are attracting increasing investor interest
- How private capital is helping finance middle-market infrastructure development across power, fiber networks and logistics infrastructure
- Why infrastructure credit and lending opportunities are expanding as traditional banks pull back from portions of the middle market
Gautam also discusses the continued evolution of infrastructure as an asset class within private wealth and advisory channels, including growing interest from financial advisors and retail investors seeking diversified exposure to essential infrastructure assets, energy transition themes and long-term structural growth trends.
As infrastructure demand accelerates globally, the discussion highlights how private capital, institutional investors and wealth platforms are increasingly positioning infrastructure as a core allocation within long-term portfolios.
Read more findings from the ISQ OpenInfra Index, a financial advisor survey
This website does not constitute advice or a recommendation or offer to sell or a solicitation to deal in any security or financial product. It is provided for information purposes only and on the understanding that the recipient has sufficient knowledge and experience to be able to understand and make their own evaluation of the proposals and services described herein, any risks associated therewith and any related legal, tax, accounting or other material considerations. To the extent that the reader has any questions regarding the applicability of any specific issue discussed above to their specific portfolio or situation, prospective investors are encouraged to contact I Squared or consult with the professional advisor of their choosing. Certain information contained herein has been obtained from third party sources and such information has not been independently verified by I Squared. No representation, warranty, or undertaking, expressed or implied, is given to the accuracy or completeness of such information by I Squared or any other person. While such sources are believed to be reliable, I Squared does not assume any responsibility for the accuracy or completeness of such information. I Squared does not undertake any obligation to update the information contained herein as of any future date. Except where otherwise indicated, the information contained in this website is based on matters as they exist as of the date of preparation of such material and not as of the date of distribution or any future date. Recipients should not rely on this material in making any future investment decision. Certain information contained herein constitutes “forward-looking statements,” which can be identified by the use of forward-looking terminology such as “may,” “will,” “should,” “expect,” “anticipate,” “project,” “estimate,” “intend,” “continue,” or “believe,” or the negatives thereof or other variations thereon or comparable terminology. Due to various risks and uncertainties, actual events, results or actual performance may differ materially from those reflected or contemplated in such forward-looking statements. Nothing contained herein may be relied upon as a guarantee, promise, assurance or a representation as to the future.