Why Infrastructure is a Quiet Winner in the Age of AI and Electrification

In this episode of Dakota Research Interview, we sit down with Michael Steingold, Director of Private Markets at Russell Investments, to explore the rapidly evolving world of infrastructure investing. With nearly 20 years of experience, Russell’s platform spans global markets—from Australia to North America—delivering insights into essential sectors like digital infrastructure, energy, and transportation. Michael discusses why infrastructure is gaining traction among institutions and wealth managers alike, especially in today’s inflationary and uncertain market. Discover how infrastructure offers equity-like returns with lower volatility, strong inflation protection, and long-term resilience. Michael also breaks down Russell’s multi-manager, open-architecture approach, the rising role of private capital, and why being late to nascent tech like EV charging might be a strategic advantage. Whether you're rethinking portfolio diversification or exploring real asset trends, this conversation delivers actionable insight.

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