Commentary
March 18, 2026
CAIA Podcast: Infrastructure Investing with Gautam Bhandari
Insights from I Squared Capital on the changing landscape of global infrastructure investing.
Infrastructure investing has evolved significantly over the past two decades. In this conversation with the CAIA Association, Gautam Bhandari, Co-Founder and Global CIO of I Squared Capital, shares insights on how the asset class has expanded beyond traditional, contract-driven assets to include a broader set of opportunities shaped by operational complexity, innovation, and global demand.
Bhandari discusses why infrastructure continues to serve as a resilient component of institutional portfolios while adapting to a rapidly changing investment landscape.