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.