Webinar: Powering the Capex Super Cycle: Infrastructure in a New Growth Regime

AI-driven power demand, electrification and energy independence are reshaping the infrastructure opportunity. As economies invest in greater digital capacity and more reliable energy systems, capital is increasingly flowing toward infrastructure companies that support growth, including utilities, power generation, transmission networks and data centre enablement.

In this session, ClearBridge Portfolio Manager Simon Ong, Senior Portfolio Analyst Moaz Mohib and Client Portfolio Manager Nathan Ahboo will join host David Fearnley, Head of Retail Sales Management at Franklin Templeton, to examine how the capex super-cycle is creating growth and opportunities across infrastructure. The discussion will also focus on the companies that enable digital expansion, support energy reliability and strengthen the essential assets that economies rely on.