STORY: “They’re really opening up the market to areas like private credit to infrastructure,” says Conzo.

“These were areas that were traditionally very hard to get into, very illiquid. So you’re starting to see the allocations to alternatives getting higher and higher and higher with more liquidity.”

“We love the infrastructure trade. Both sides of the aisle are on it. There’s a tremendous amount of push to onshore in the United States, manufacture, create jobs. And let’s not forget about roads, bridges, cell phone towers, airports, the electric grid.”