With trillions of dollars expected to be invested into digital infrastructure over the next decade, real assets and infrastructure specialist investment manager Stonepeak Partners L.P. has been at the forefront of trends defining the sector.
Jack Howell, a co-president of the approximately $84 billion asset manager, discussed with CIO the attractiveness of the infrastructure asset class and where ...
Stonepeak's investment strategy demonstrates an alignment with broader trends toward digitalization and the energy transition. The firm's approach to infrastructure investing, focusing on lower volatility, predictable cash flows, and attractive yields, can be seen as a response to institutional investors' growing interest in alternative investments like private equity. Stonepeak's investment in digital infrastructure, particularly data centers, reflects the increasing demand for power generation...