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

Opportunities and Mega-Trends for Infrastructure

Infrastructure is at the centre of several well recognised and long term thematics, including COVID recovery stimulus programmes, net-zero and the path to decarbonisation, transport efficiency and digital connectivity. In this video Portfolio Manager, Nick Langley explains the impact of Public Policy globally and how investors can benefit from these opportunities and mega-trends.

 

 

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Infrastructure Insights Market Outlook
Infrastructure Outlook: AI, Decarbonisation and Policy Tailwinds in 2026

Infrastructure Outlook: AI, Decarbonisation and Policy Tailwinds in 2026

Structural tailwinds like decarbonisation, network upgrades and climate-proofing, along with AI’s need for power, are fuelling long-term capital expenditure cycles for infrastructure.

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