On 1 October 2025, Martin Currie aligned under ClearBridge Investments and the distribution of all Australian Pooled Funds moved to Franklin Templeton
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.
Q3 2025 Global Infrastructure Value Strategy Commentary
Reshoring and AI-focused data centres are requiring significant buildout of energy infrastructure, in particular for U.S. electric and gas utilities.