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From digital to power grid modernization, from transport to environmental services, infrastructure represents a projected $75+ trillion in investment over the next decade.

Apollo Partners Harry Seekings and Vittorio Lacagnina have spent decades in infrastructure investing, and here they discuss what Seekings sees as a “generational” opportunity. They also discuss how Apollo approaches the asset class across the full capital structure and why the potential for stable cash flows, inflation protection and low correlation to public markets can make infrastructure a significant portfolio diversifier for both institutional and wealth investors.

Read More

PART OF A SERIES Want More The Allocation?
Did You Miss The Latest?
  • Torsten Slok’s Macro Update: Higher for Longer and the Road to 2027
  • Fixed Income: The AI Issuance Boom and What it Means For Portfolios
Share
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Market Insight | The Allocation
October 05, 2026

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Market Insight | The Allocation
October 05, 2026
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