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

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Infrastructure Insights Videos

Public Policy Among Many Tailwinds for Infrastructure

Portfolio Manager Nick Langley explains how many factors - from a high-growth, low-inflation, low bond yield environment to climate change initiatives, electric vehicle adoption and grid resilience - are lining up as tailwinds for infrastructure portfolios. 

 

 

Nick Langley
Nick Langley
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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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