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Infrastructure in 2026: are you ready for what’s ahead?

Co-Founder and Managing Director, Global Listed Infrastructure

by Andrew Maple-Brown

Co-Founder and Managing Director, Maple-Brown Abbott Global Listed Infrastructure

Video 10 Dec 2025

Portfolio Manager Andrew Maple-Brown joins Dean McLelland, CFA, to share why we’re optimistic about the outlook for global listed infrastructure. Supportive macro conditions – marked by ongoing growth risks and persistent inflation—create an environment where infrastructure assets can thrive.

Mega themes like decarbonisation and digitalisation are driving sector growth, while valuations remain attractive compared to broader equities and private markets. Our focus is on high-quality assets with strong strategic positions and barriers to entry, including electric utilities, water utilities and communication infrastructure.

Disclaimer: This information was prepared and issued by Maple-Brown Abbott Ltd ABN 73 001 208 564, AFSL No. 237296 (“MBA”). This information is general information only and it does not have regard to any person’s investment objectives, financial situation or needs. Before making any investment decision, you should seek independent investment, legal, tax, accounting or other professional advice as appropriate, and obtain the relevant Product Disclosure Statement and Target Market Determination for any financial product you are considering. This information does not constitute an offer or solicitation by anyone in any jurisdiction. Past performance is not a reliable indicator of future performance. Any views expressed on individual stocks or other investments, or any forecasts or estimates, are point in time views and may be based on certain assumptions and qualifications not set out in part or in full in this information. The views and opinions contained herein are those of the authors as at the date of publication and are subject to change due to market and other conditions. Such views and opinions may not necessarily represent those expressed or reflected in other MBA communications, strategies or funds. Any companies, securities and or/case studies referenced or discussed are used only for illustrative purposes. The information provided is not a recommendation for any particular security or strategy, and is not an indication of the trading intent of MBA. Information derived from sources is believed to be accurate, however such information has not been independently verified and may be subject to assumptions and qualifications compiled by the relevant source and this information does not purport to provide a complete description of all or any such assumptions and qualifications. To the extent permitted by law, neither MBA, nor any of its related parties, directors or employees, make any representation or warranty as to the accuracy, completeness, reasonableness or reliability of the information contained herein, or accept liability or responsibility for any losses, whether direct, indirect or consequential, relating to, or arising from, the use or reliance on any part of this information. This information is current at 10 December 2025 and is subject to change at any time without notice. © 2025 Maple-Brown Abbott Limited.

Andrew Maple-Brown
Co-Founder and Managing Director, Maple-Brown Abbott Global Listed Infrastructure

Co-Founder and Managing Director, Global Listed Infrastructure
Co-Founder and Managing Director, Global Listed Infrastructure

Andrew Maple-Brown

BEng, BCom, MAppFin, CIM
Andrew joined Maple-Brown Abbott in 2012. Andrew is the Managing Director of Maple-Brown Abbott Global Listed Infrastructure which he started with his partners in 2012. Before joining Maple-Brown Abbott he spent eleven years working for Macquarie Group, the remaining five years of which he spent as a Portfolio Manager within their Global Listed Infrastructure team, working in Sydney and New York. Andrew has more than twenty years of experience in financing and investing in infrastructure assets and securities. In addition to being a portfolio manager for the strategy, he is also responsible for coverage of Regulated Utilities across North America. Andrew began his career at Lend Lease and was there for five years.

 

Board and committee membership:
Maple-Brown Abbott Global Listed Infrastructure Pty Limited Board
Asset Allocation Committee

Andrew

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