FundCalibre - Investing on the go

Investing on the go gives you direct access to the people who manage your ISA and pensions savings. Our hosts will be interviewing finance professionals on everything from their successes and failures to current ideas and insights. At meetings, before events and even if we bump into them on the street, we'll grab five minutes with these experts to discuss how your own personal finances could be impacted by topics such as US elections, the move from petrol to electric vehicles, the growth in artificial intelligence and robots, and so much more. Our ultimate goal is to bring to life the world of investments and uncover new and exciting opportunities, all while inspiring you to invest and giving you the confidence and knowledge to make the right decisions. To do this we often ask the managers why they are invested in individual companies. This is for illustration only and should not be taken as a recommendation to buy or sell that stock. The fund manager may or may not still own these companies at the time of your listening. For more investment research visit us at www.fundcalibre.com and follow us on twitter and facebook @FundCalibre

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FundCalibre - Investing on the go

351. Where essential services meet investment income

March 20, 2025 • Shane Hurst

Infrastructure investing goes far beyond toll roads and airports. Shane Hurst, co-manager of the FTF ClearBridge Global Infrastructure Income fund, shares how the essential assets powering our daily lives—from regulated water utilities in the UK to the electric grids supporting AI growth in the US - can provide powerful returns. He covers how global listed infrastructure can provide exposure to powerful themes like energy transition, reshoring and AI.

What’s covered in this episode:

What are the objectives of this fund?
How do you define infrastructure?
What makes a water company so appealing?
How water utilities differ in UK versus US
Why electrics are the fund’s largest exposure
Could electric companies play a bigger part in the portfolio going forward?
Three airports that stand out amongst the rest
Adding exposure to pipelines
Can the fund invest in emerging markets?
Why Trump isn’t a headwind for infrastructure
The positive and negative impacts of Trump on the sector
How AI infrastructure could benefit this fund
The risks involved in the sector
Three themes to consider for the long term

More about the fund: This fund has an excellent yield, great performance and is managed by an experienced team. The fund has delivered for investors since its launch and you would be hard pressed to find a more experienced team of infrastructure specialists. We particularly like the fund's track record of dividend growth on top of an already generous yield.

Learn more on fundcalibre.com

Please remember, we’ve been discussing individual companies to bring investing to life for you. It’s not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre’s research methodology and are the opinion of FundCalibre’s research team only.