Trust Issues: Investing in infrastructure debt with SEQI’s Randall Sandstrom

Kepler Trust Intelligence Podcast · Feb 16, 2026 · 21:45

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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.