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. 

 

Related Perspectives

Global Equity Insights Infrastructure Insights
Navigating Disruption via Infrastructure and Value

Navigating Disruption via Infrastructure and Value

Shane Hurst and Grace Su weigh in on how global infrastructure companies as well as value stocks with improving fundamentals help navigate a world marked by disruption from AI, the energy transition and geopolitical tensions.

Read full article