On 1 October 2025, Martin Currie aligned under ClearBridge Investments and the distribution of all Australian Pooled Funds moved to Franklin Templeton

Infrastructure Insights Videos

Infrastructure in a world of rising rates

So far in 2021, global bond yields are up in the U.S., Australia and Europe, begging the question of what happens to infrastructure with higher inflation. In a recent interview, Portfolio Manager Charles Hamieh discusses, why inflation risks are likely transitory and how global listed infrastructure can withstand higher inflation.

Read our Whitepaper on Inflation, Rising Rates and their impact on Infrastructure. 

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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.

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