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