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.