# 399. The new infrastructure boom

Page: https://stenobird.com/podcast/fundcalibre-investing-on-the-go-709585/399-the-new-infrastructure-boom
Text version: https://stenobird.com/podcast/fundcalibre-investing-on-the-go-709585/399-the-new-infrastructure-boom.md
Podcast: [FundCalibre - Investing on the go](https://stenobird.com/podcast/fundcalibre-investing-on-the-go-709585)
Published: 2026-06-24T23:00:00+00:00
Episode link: https://www.buzzsprout.com/1890790/episodes/19394880-399-the-new-infrastructure-boom.mp3
Audio file: https://www.buzzsprout.com/1890790/episodes/19394880-399-the-new-infrastructure-boom.mp3
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JSON: https://stenobird.com/v1/public/podcasts/fundcalibre-investing-on-the-go-709585/episodes/399-the-new-infrastructure-boom
Duration seconds: 1022

## Resource

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...

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## Transcript

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