ClearBridge Investments

Join Portfolio Manager, Shane Hurst, and Business Development Associate, Yan Teh, as they delve into the pivotal role of global listed infrastructure in powering the rapid expansion of artificial intelligence and data technologies. With thematic tailwinds like decarbonisation and AI-driven data growth, infrastructure stands poised to play a crucial role in facilitating this transformative journey. Explore how recent trends and opportunities are shaping the asset class and why now could be the opportune moment for investors to consider allocating to infrastructure.

Portfolio Manager Shane Hurst and InvestorDaily's David Stratford discuss Australia’s journey to net zero, including how infrastructure and utility assets benefit from a move to net zero and where it sits globally in 2022. Shane also discusses how rising inflation – including climate inflation – has affected that journey and why the move to net zero is important for both investors and financial advisers.