On 1 October 2025, Martin Currie aligned under ClearBridge Investments and the distribution of all Australian Pooled Funds moved to Franklin Templeton
A complex economic environment, including persistent inflation and a sharp rise in interest rates has dampened sentiment and challenged the market outlook for infrastructure.
Listen to Portfolio Manager Charles Hamieh discuss what’s driving infrastructure weakness and where to from here?
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.