Episode
399. The new infrastructure boom
- Published
- Jun 24, 2026
- Duration seconds
- 1022
- Processing state
not_requested- Canonical source
- https://www.buzzsprout.com/1890790/episodes/19394880-399-the-new-infrastructure-boom.mp3
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Summary
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...