Why investing in modern digital infrastructure matters
Digitization and energy demand are reshaping the long-term infrastructure ecosystem
Explore the secular forces driving growth in infrastructure investment and how they may influence portfolio considerations over the long term.
THE DIGITIZATION OF EVERYDAY LIFE and a sudden rise in electricity consumption are driving a generational build‑out across digital and energy infrastructure, requiring trillions in fresh capital.
To put this moment in context, Mark Sutterlin, head of Alternative Investments for Merrill and Bank of America Private Bank, sat down with Greg Blank, CEO of Blackstone Infrastructure Strategies, for this episode of Let’s Talk Alts. In the video above, they discuss the long‑duration themes coming to the forefront of the global infrastructure buildout—including artificial intelligence data centers, power generation and transmission —as well as the strategic role these investments might play in a portfolio: diversification, inflation-adjusted returns and consistent cash flow.
Also highlighted are key considerations for qualified investors, including why many infrastructure assets reside in private markets, how risk is managed through contracted revenue and operational expertise, and the role of regulation and supply‑chain complexity. As these trends play out over extended time horizons, infrastructure may provide exposure to critical systems underpinning economic growth across both digital and energy ecosystems.
Important Disclosures:
Opinions are as of the date of the video and are subject to change.
Each video contains its own additional important information and relative risk disclosures that should be reviewed carefully.
Alternative Investments are speculative and involve a high degree of risk.
Alternative investments are intended for qualified investors only. Alternative Investments such as derivatives, hedge funds, private market offerings, and funds of funds can result in higher return potential but also higher loss potential. Changes in economic conditions or other circumstances may adversely affect your investments. Before you invest in alternative investments, you should consider your overall financial situation, how much money you have to invest, your need for liquidity, and your tolerance for risk.
When considering the appropriateness of mutual funds or Alternative Investments, please be aware that there are significant differences between these investments which will cause their investment portfolios, performance, tax treatment and other factors to differ. These differences include the types, availability and diversity of securities that can be purchased, economies of scale, regulations and other factors applicable to their management.
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