Type of News: Commentary

Which Infra Managers Are Generating Pure Alpha?

A new platform launched by Scientific Infra & Private Assets assesses just how much infra funds are outperforming the markets they operate in. In Infrastructure Investor’s LP Perspectives survey released in February this year, one of the top concerns among LPs was performance issues. Specifically, 21 percent of investors reported that their infrastructure portfolios have […]

Written by on November 5, 2025

Sadek Wahba – I Squared Capital: Greece has all the makings to become the Singapore of Europe

In a recent interview with a Greece’s agenda-setting Sunday newspaper, Prota Thema, Sadek Wahba, Chairman and Managing Partner, I Squared Capital, highlights Greece’s unique potential to become “the Singapore of Europe.” He pointed to the country’s strategic location, human capital, and administrative progress as key assets. Dr. Wahba went on to argue that what Greece now […]

Written by on October 29, 2025

I Squared CEO on the AI boom: ‘I politely decline’

Sadek Wahba spoke to Semafor about his decision to “politely decline” the current AI data-centre boom. He cautioned that unproven economics, rapid technological churn and severe resource constraints — from power and water to long lead-time turbines — create material downside risk for investors if revenue fails to catch up with capacity. Read more here.

Written by on October 23, 2025

A Dynamic Moment for Infrastructure Investing

Gautam Bhandari discusses current infrastructure investment trends, highlighting how industrialization, digitalization, and the energy transition are influencing activity and shaping developments in the mid-market segment. Read the full article here.

Written by on October 16, 2025

The Murky Economics of the Data-Centre Investment Boom

Gautam Bhandari spoke to The Economist on the fast-rising wave of AI data-centre investment. He notes that while abundant land and renewable energy are driving construction in new regions, the pace of innovation may outstrip asset life cycles—creating both opportunity and risk for investors. Read more here.

Written by on September 30, 2025

Building From the Ground Up – I Squared’s Mohamed El Gazzar and Harsh Agrawal talk about I Squared’s focus on building platforms in the mid-market

I Squared Senior Partners Mohamed El Gazzar and Harsh Agrawal speak with Infrastructure Investor about the firm’s focus on building platforms in the mid-market infrastructure space. The partners talked about the number of significant advantages to starting small and then looking to scale. Read the full article here.

Written by on March 4, 2025