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Behind The Screens: Providing essential services to society

11 Dec, 2023 | Return|

Energy decarbonisation, urban congestion and digital connectivity are some of the structural growth drivers which differentiate infrastructure from bonds and other areas of the equity market that rely on more cyclical growth. Is now the time for infrastructure?

In our final Behind the Screens of 2023, Jock Glover is joined by Peter Meany, First Sentier's Head of Global Listed Infrastructure and manager of the A-Rated First Sentier Global Listed Infrastructure Fund. In this 20-minute episode, Peter covers the investment case for infrastructure and why above-target inflation can actually be supportive for the asset class. He goes on to share the themes they are running in the portfolio, why research is a fundamental part of the team's days and the importance of the globalisation of infrastructure to provide energy security.

Listen to the Behind the Screens on your favourite platform here, or listen below.

 

Don't have time to listen to the full episode, jump to your favourite part:

  • 1:40 - Why should investors consider listed infrastructure?
  • 3:40 - What does higher inflation mean for the return profile for investors?

  • 5:20 - What themes are you running in the portfolios?

  • 8:45 - How does the team split your time and days?

  • 12:40 - How does the Responsible Listed Infrastructure fund differ?

  • 15:00 - What keeps you up at night?

  • 16:35 - An interesting statistic from the week.

This podcast was recorded on Thursday 7th December 2023. This podcast is only aimed at professional advisers and regulated firms and should not be passed on to or relied upon by any other persons. It is not intended for retail investors, who should obtain professional or specialist advice before taking, or refraining from, any action on the basis of the podcast, remembering past performance is not an indication of future performance. It is published by, and remains the copyright of, Square Mile Investment Consulting and Research Ltd. Square Mile makes no warranties or representations regarding the accuracy or completeness of the information contained herein. This podcast represents the views and forecasts of SM at the date of issue and may be subject to change without reference or notification to you. Nothing in this podcast shall be deemed to constitute a regulated activity or an invitation or inducement to engage in investment activity and it is not a recommendation to buy or sell any funds or investments that are mentioned during this podcast.

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