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Infrastructure Insights Video

INBrief with Infrastructure Portfolio Manager, Shane Hurst

AI and Decarbonisation are Fueling Major Investments in Energy Infrastructure

Portfolio Manager, Shane Hurst, sits down with Giselle Roux from The Inside Networks to discuss how AI and decarbonisation are fuelling major investments in energy infrastructure. 

Shane highlights the role that utilities play in integrating data centres into smart grids to enhance resilience, manage energy demand, and reduce outages, all of which support stable returns for infrastructure investments. 

 

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Global Infrastructure Income Strategy Commentary July

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Renewables was the standout sector in the month in our universe, driven by increased policy certainty as well as continued demand from hyperscalers for clean power to support the rapid growth of data centres.

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