{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"The Wealth Enterprise Briefing","title":"Infrastructure Investing in 2025: Opportunities, Risks and Strategy","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/561db2f9\"></iframe>","width":"100%","height":180,"duration":931,"description":"Infrastructure is attracting renewed interest as shifts in technology, government policy and inflation expectations reshape the opportunity set.\nMichael Zeuner, managing partner, and Matt Farrell, deputy CIO of WE Family Offices, examine how investments tied to real assets like energy networks, transportation and data centers can fit into a broader investment plan.\nDiscussion points include:\nHow long-term contracts and inflation-linked revenue streams position infrastructure assets differently than traditional equities\nThe influence of AI-driven energy demand and government spending initiatives\nWhy selecting specialized managers and maintaining asset diversification matter\nTrade-offs between public and private infrastructure strategies\nRisks investors need to weigh, including interest rate sensitivity and market crowding\nMichael and Matt outline a disciplined approach to evaluating infrastructure opportunities while managing potential challenges.\nIf you'd like to talk about how infrastructure could play a role in your portfolio, we welcome the opportunity to talk more with you, contact us here.","thumbnail_url":"https://img.transistorcdn.com/9SOQ4slShAwf9MH0KMdzzv6IABnu1VYPoYapXNwj9IM/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS8zMWZh/MjZlOWFlN2JiY2E5/NjA2OWM3NGMyODgx/ZTI1OC5wbmc.webp","thumbnail_width":300,"thumbnail_height":300}