Infrastructure investing goes far beyond toll roads and airports. Shane Hurst, co-manager of the FTF ClearBridge Global Infrastructure Income fund, shares how the essential assets powering our daily lives—from regulated water utilities in the UK to the electric grids supporting AI growth in the US - can provide powerful returns. He covers how global listed infrastructure can provide exposure to powerful themes like energy transition, reshoring and AI.
What’s covered in this episode:
- What are the objectives of this fund?
- How do you define infrastructure?
- What makes a water company so appealing?
- How water utilities differ in UK versus US
- Why electrics are the fund’s largest exposure
- Could electric companies play a bigger part in the portfolio going forward?
- Three airports that stand out amongst the rest
- Adding exposure to pipelines
- Can the fund invest in emerging markets?
- Why Trump isn’t a headwind for infrastructure
- The positive and negative impacts of Trump on the sector
- How AI infrastructure could benefit this fund
- The risks involved in the sector
- Three themes to consider for the long term
More about the fund: This fund has an excellent yield, great performance and is managed by an experienced team. The fund has delivered for investors since its launch and you would be hard pressed to find a more experienced team of infrastructure specialists. We particularly like the fund's track record of dividend growth on top of an already generous yield.
Learn more on fundcalibre.com
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.
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