Private investors have populated their investment portfolios with stocks and bonds since the time that private investment began. These are asset classes investors understand, and they are easily accessed. But in today’s investment climate, concentrating on just two asset classes might not diversify a portfolio enough to withstand future economic shocks. 

Growing up, my family and I would “vacation” in India. I don’t think my senses will ever forget the sites, the sounds or the smells. We would stay at my grandmother’s house — a house that was built in the 1930s and had an open space architecture, which meant I could walk out of my room and see the smoggy, polluted skies of Bangalore. 

Institutional Investing in Infrastructure senior editor Drew Campbell spoke with three infrastructure debt managers about the current market. Below is an excerpt of this conversation with Tommaso Albanese, managing director and head of infrastructure with UBS Asset Management; Scott Inglis, managing director, MetLife Investments Private Capital Investors group; and Doug Zinkiewich, managing director and head of investment management with Integrated Asset Management Private Debt Group.