In InvestorDaily, Harsh discusses how AI, electrification, infrastructure renewal, and expanding investor access are reshaping the asset class.

In this InvestorDaily feature, Harsh Agrawal, Senior Partner at I Squared Capital, discusses the launch of OpenInfra for wholesale Australian investors and why infrastructure is becoming an increasingly central part of investment portfolios.

Harsh points to two powerful investment cycles driving demand for capital. The first is being created by artificial intelligence, electrification, and the continued expansion of digital infrastructure. The second reflects the need to modernize roads, ports, airports, and other essential infrastructure built decades ago across developed markets. With governments facing competing fiscal demands, the scale of required investment is creating a growing role for private capital.

The launch of OpenInfra provides wholesale Australian investors with access to an evergreen infrastructure strategy alongside I Squared’s traditional closed-end funds. The platform also offers exposure beyond the Australian market to opportunities across the United States, Europe, and Asia.

The article examines how participation in infrastructure has broadened beyond large institutional investors to include family offices, high-net-worth individuals, and other investors seeking more flexible access to the asset class. Harsh also discusses I Squared’s focus on businesses built around long-dated, often contracted assets with barriers to entry and repeatable cash flows.

The conversation extends to newer areas of infrastructure investment, including outdoor media. Harsh explains how changing consumer behavior and the digitalization of outdoor advertising are creating new revenue opportunities within an established physical network.

More broadly, the feature explores infrastructure’s potential role in multi-asset portfolios. Harsh discusses how physical assets, recurring cash flows, and growth potential may allow infrastructure to combine income characteristics with exposure to long-term structural trends. As investment needs continue to expand, he expects infrastructure to become an even larger and more mainstream asset class in the years ahead.

Read the full article in InvestorDaily >

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