Investing Through Disruption Across Infrastructure & Improving Companies

This discussion explores how investors can navigate an increasingly disruptive environment shaped by AI, energy transition, and geopolitical shifts, highlighting 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.

Areas of focus include resilience, inflation protection, particularly given recent energy-driven shocks, valuation discipline, and accessing long-term growth without paying peak multiples.

Featured Speakers: