From AI data centres to energy transition and reshoring, infrastructure has moved to the centre of the global investment conversation. Nick Langley, Head of Real Assets, sits down with Inside Network to discuss the forces shaping the future of investing and why infrastructure is central to long-term opportunities.
Utilities Look Attractive as Rates Rise
Regulated rate-base growth, electrification, grid investment and data center demand support infrastructure, with inflation-linked tariffs and contractual escalators helping preserve real asset values over time.