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The Infrastructure Behind AI, Electrification and Energy Security with Shane Hurst
AI, electrification, renewables & energy security are driving an infrastructure investment boom on a scale Shane Hurst says he hasn’t seen before. ClearBridge Investments portfolio manager joins us to unpack the physical assets sitting beneath these megatrends, from electricity grids & gas pipelines to data centres, water networks & mobile towers, and explains why traditionally defensive utilities are increasingly showing structural growth characteristics.
In this episode:
00:00 Why infrastructure is entering a structural growth era
02:34 What actually counts as infrastructure?
08:24 The…
The skinny
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