Infra A Penny
Infra A Penny
Podcast Description
SIMCo (Sequoia Investment Management Company) is the global private credit manager dedicated to infrastructure. We are specialist providers of high-yield credit in over 40 infrastructure sub-sectors across 15 markets. We are pioneers, having defined private infrastructure debt as an alternative investment asset class and invested through multiple credit cycles over the last decade. We are trusted, active partners, providing our investors access to attractive risk-adjusted returns that outperform the relevant benchmarks. Listen to the insights of our seasoned Directors and investment professionals! We attract the industry's best talent, and on this podcast they share their views, experiences and teach-ins on key trends, topics and news within infrastructure debt.
Podcast Insights
Content Themes
The podcast covers a range of topics related to private infrastructure debt, focusing on industry trends, lessons learned, and investment strategies. Episodes include discussions on the post-election landscape for US infrastructure lending and perspectives from new team members about their experiences at SIMCo, illustrating the practical realities of working in infrastructure credit.
This content has been prepared by Sequoia Investment Management Company (SIMCo) for informational purposes only. It does not constitute investment advice, an offer or solicitation to buy or sell any security or instrument, or to participate in any transaction or trading activity. Information and views expressed are subject to change without notice and no representation is made as to their accuracy or completeness. Past performance is not necessarily indicative of future results. SIMCo is authorised and regulated by the Financial Conduct Authority. Full disclaimer: simcofunds.com/disclaimer
In this episode of Infra A Penny, we step back from infrastructure to look at the wider economic and marketpicture shaping the end of the year ahead.
SIMCo CEO, Randall Sandstrom, shares his latest economic and market outlook, starting with the two opposing forces driving the global economy: the energy shock from the Middle East conflict and the productivityboost from AI.
He explores the outlook for the US, UK and Euro area in turn, from economic growth and labour markets through to inflation and the path for interest rates in each region. The episode also goes beyond the macro backdrop to consider what this means for markets: strong corporate earnings, thesell-off in government bonds, and the health of credit markets amid a wave of AI-related debt issuance.
Finally, Randall looks ahead to the key risks and opportunities he sees for investors as markets head into 2027.
Want to hear more on infrastructure and the credit market? Tune in to Infra A Penny, SIMCo’s podcast channel.
Disclaimer
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