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Trust Issues: Investing in infrastructure debt with SEQI’s Randall Sandstrom
In this episode of Trust Issues, we speak to SEQI’s Randall Sandstrom about the investment case for infrastructure debt, including recent performance, exposure to data centres and the most compelling opportunities across the sector.
00:00 Introduction
00:43 What SEQI offers investors
06:27 Recent performance
10:03 Exposure to data centres
12:00 Green flags for investment
14:30 Sensitivity to interest rates
16:59 Level of construction risk
18:56 Most compelling opportunities
20:44 Further information
21:00 Risk warning
Our latest note on SEQI - https://www.trustintelligence.co.uk/investor/articles?fund_id=1742
SEQI website - https://www.seqi.fund/
Please note that this podcast was recorded on 11 February 2026.
View all episodes
By Kepler PartnersIn this episode of Trust Issues, we speak to SEQI’s Randall Sandstrom about the investment case for infrastructure debt, including recent performance, exposure to data centres and the most compelling opportunities across the sector.
00:00 Introduction
00:43 What SEQI offers investors
06:27 Recent performance
10:03 Exposure to data centres
12:00 Green flags for investment
14:30 Sensitivity to interest rates
16:59 Level of construction risk
18:56 Most compelling opportunities
20:44 Further information
21:00 Risk warning
Our latest note on SEQI - https://www.trustintelligence.co.uk/investor/articles?fund_id=1742
SEQI website - https://www.seqi.fund/
Please note that this podcast was recorded on 11 February 2026.