global listed infrastructure

Defensive no more - Resolution Capital's Mark Jones makes the case for global listed infrastructure as the growth asset of the next decade.

A global infrastructure surge is here, due to rising energy needs and population growth. The challenge is turning demand into delivery.

While tech swung wildly, infrastructure kept delivering. Magellan’s Ben McVicar reveals the global assets set to compound for decades.

Years of underinvestment are colliding with electrification, AI and population growth, lifting earnings across global infrastructure assets.

AI optimism collides with ageing grids, rising demand and energy risks. Sarah Shaw explains why infrastructure spend is unavoidable.

Inflation-linked cash flows and a capex supercycle suggest listed infrastructure remains mispriced as growth improves.

The growth opportunity being driven by unprecedented increases in power demand from AI and other emerging technologies.

With attractive valuations and defensive qualities, this asset could be the megatrend exposure your portfolio is missing.

Volatility, tariffs, and shifting geopolitics reshaped markets in H1. Here’s how we're positioning for what’s next.

Our Asia trip reaffirmed our long-term thesis, but U.S. tariffs and policy shifts have prompted changes to our investment strategy.