FundForum: Chris Farrell on Allocating to Private Infrastructure
Chris Farrell, Principal with Stonepeak+, sat down with FundForum for an interview exploring what defines infrastructure as an asset class, why today’s opportunity set in the U.S. is particularly compelling, and how infrastructure assets can provide resilience, inflation protection, and diversification to investors’ private markets allocations.
“Within a private markets allocation,” he said, “individuals are seeing infrastructure as a defensive equity exposure with the ability to participate in equity upside, often linked to inflation. So you have really strong inflation protection, as well as lower correlation between your private equity and private credit exposure. It really ends up being that third leg of the stool, providing a robust, defensive position within your alternative allocation.”