Infrastructure Insights
Webinars
Webinar: Power Shift | Investing in the Grid of the Future
Global electricity demand is surging, driving the need for substantial investment in power infrastructure.
In this session, Portfolio Manager, Shane Hurst and Client Portfolio Manager, Nathan Ahboo join host David Fearnley, Head of Retail Sales Management at Franklin Templeton, to explore how this shift is reshaping global listed infrastructure, particularly within the utilities sector.
Key Topics Include:
- Structural Growth Tailwinds: Rising capital expenditure is expanding asset bases and driving earnings growth
- Utilities in a Sweet Spot: Regulated returns and long-term visibility are supporting strong performance, with infrastructure playing a key role in powering the US$7 trillion AI boom
- Active Alpha & Valuations: Active strategies offer measurable alpha and diversification, with current valuations presenting a compelling entry point for investors seeking growth, income, and resilience
Shane Hurst
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Investing Through Disruption Across Infrastructure & Improving Companies
In an increasingly disruptive environment shaped by AI, energy transition, and geopolitical shifts, we highlight two distinct approaches: investing in essential assets with stable and predictable cash flows, and in companies undergoing fundamental improvement as they adapt to structural change.
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