Episode
Episode 350: Real Assets, Real Impact: Infrastructure in Modern Insurance Investing
- Podcast
- InsuranceAUM.com
- Published
- Jan 15, 2026
- Duration seconds
- 2115
- Processing state
not_requested
Actions
POST https://stenobird.com/v1/public/podcasts/insuranceaum-com-113748/episodes/episode-350-real-assets-real-impact-infrastructure-in-modern-insurance-investing/transcription-requests
Idempotently request low-priority transcript generation for this episode.GET https://stenobird.com/podcast/insuranceaum-com-113748/episode-350-real-assets-real-impact-infrastructure-in-modern-insurance-investing.md
Read the agent-friendly Markdown representation of this episode resource.
Summary
Scott Littman, Managing Director of Infrastructure Investments at GCM Grosvenor, joins host Stewart Foley, CFA, on the InsuranceAUM.com Podcast for a wide-ranging discussion on infrastructure as a core component of modern insurance portfolios. The conversation explores how infrastructure is defined today, why essential assets with long-duration cash flows and inflation linkage have become increasingly important, and how insurers are approaching infrastructure across debt and equity strategies. Scott also shares insights on capital efficiency, regulatory considerations, and portfolio construction as insurers expand their allocations to real assets. The episode concludes with a look at the current macro environment, including opportunities and risks across sectors such as energy, transportation, and data centers, and practical considerations for insurers building or refining infrastructure programs.