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.
As global electricity demand continues to surge, the need for substantial investment in power infrastructure is growing. This session explores how these shifts are shaping opportunities for global listed infrastructure, particularly within the utilities sector.
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