Infrastructure Insights
Videos
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.
Daniel Chu, CFA
Related Perspectives
Global Equity Insights
Infrastructure Insights
Videos
Webinars
Investing Through Disruption Across Infrastructure & Improving Companies
In an increasingly disruptive environment shaped by AI, energy transition, and geopolitical shifts, we highlight two distinct approaches: investing in essential assets with stable and predictable cash flows, and in companies undergoing fundamental improvement as they adapt to structural change.
Read full article