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

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. 

 

 

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AI, Reshoring Drive Power Demand

AI, Reshoring Drive Power Demand

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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