Infrastructure is no longer just about dependable income and downside protection. Peter Meany, manager of the First Sentier Global Listed Infrastructure fund, explains how the asset class is benefiting from powerful structural growth drivers, including AI-driven electricity demand, digital infrastructure expansion and the reshoring of manufacturing in the US. He also discusses why regulated utilities are seeing some of their strongest growth in decades, where opportunities are emerging across railroads and airports, and why infrastructure may be unfairly labelled as merely a bond proxy. Finally, we examine valuations, the role of emerging markets, and why today’s combination of income, growth and attractive pricing makes listed infrastructure particularly compelling.

What’s covered in this episode:

Why infrastructure matters in portfolios
Defensive returns and downside protection
AI-driven electricity demand
Data centre growth
US regulated utilities
Manufacturing reshoring
Railroad recovery
Airport opportunities
Infrastructure vs bonds
Inflation protection
Real yield risks
Emerging market opportunities
Current sector valuations
Political and regulatory risks

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Please remember, we’ve been discussing individual companies to bring investing to life for you. It’s not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre’s research methodology and are the opinion of FundCalibre’s research team only.