The Case for Infrastructure: Stable Income in an Unstable World

Talk Money To Me

In this week's episode of Talk Money To Me, Candice and Felicity explore why infrastructure is fast becoming a cornerstone of resilient investment portfolios in 2025 and beyond.

They deep dive into:

• How infrastructure assets provide stable income, inflation protection, and lower volatility.
• Why infrastructure tends to outperform during market downturns.
• How tariffs, inflation and slower growth are making defensive assets more important than ever.
• How the ClearBridge Developed Markets Infrastructure Income SMA offers diversified exposure to global infrastructure — and why it's a top pick right now.
• Breakdown of key holdings like E.ON, Crown Castle, NextEra, and TC Energy.

If you're looking for ways to add stability, income, and global growth opportunities to your portfolio, this episode is a must-listen.

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Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here.

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