348. Unlocking the power of infrastructure

FundCalibre - Investing on the go

Alex Araujo, manager of the M&G Global Listed Infrastructure fund, shares why infrastructure should be a key component of an investor's portfolio. We explore the different types of infrastructure in the fund —economic, social, and evolving — and how they provide essential services while offering stable cash flows and long-term growth. Alex shares insights on the impact of rising interest rates, the energy transition, digital infrastructure’s rapid expansion and the geopolitical factors influencing the sector.

What’s covered in this episode:

• Why should investors consider infrastructure?
• The different types of infrastructure assets
• Inflation protection as a key driver
• Targeting a combination of income and growth
• What is “social” infrastructure?
• Why digital infrastructure is more than just AI
• The impact of geopolitics on these assets
• Why the fund has gold exposure
• The outlook for global infrastructure

More about the fund: M&G Global Listed Infrastructure looks for a balance of growth and income from three key areas of the sector: economic, social and ‘evolving’ infrastructure. This means investments can include anything from utilities and toll roads to health, education and civil buildings, as well as mobile towers, data centres, payment companies and royalties.

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.