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 ..read more

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Listen to Portfolio Manager Nick Langley and Head of Infrastructure Business Development Matt Bushby, as they discuss inflation and its impact on investor portfolios.  ..read more

Listen to Portfolio Manager Shane Hurst and Head of Infrastructure Business Development Matt Bushby, provide a quarterly update on the Income Strategy. Shane also provides a discussion on the broader market and the impacts on the infrastructure asset class.   ..read more

Listen to Portfolio Manager Shane Hurst and Head of Infrastructure Business Development Matt Bushby, provide a quarterly update on the markets and the subsequent impacts on the infrastructure asset class. The top contributors and detractors of the Value Strategy are also discussed ..read more

Listen to ClearBridge's latest Podcast where Portfolio Manager Shane Hurst and Head of Infrastructure Business Development Matt Bushby, discuss inflation expectations and the impact of inflation on the global listed infrastructure asset class ..read more

Listen to RARE's latest Podcast where Senior Portfolio Manager Shane Hurst discuss infrastructure spending coming out of the recession and the upcoming US election  ..read more

Investment Magazine's Alex Proimos speaks with RARE's Co-Founder and Senior Portfolio Manager Nick Langley, on the evolution and breadth of the global infrastructure universe. This episode also discusses the various valuation issues facing investors as they factor in the sensitivity of interest rates, cash flow assumptions, regulatory and public policy changes, portfolio construction in line with the macroeconomic cycle and the ESG data issues prevalent to infrastructure investing ..read more

In RARE’s most recent Podcast, listen to Senior Portfolio Manager, Charles Hamieh and Head of Infrastructure Business Development, Matt Bushby, discuss the recent market rally, RARE’s current market outlook and the long-term sustainability of infrastructure assets ..read more