The Infrastructure Behind AI, Electrification and Energy Security with Shane Hurst

Podcast: Equity Mates Investing Podcast · Equity Mates Media

Opublikowano: 2026-10-01

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 megatrends driving an infrastructure supercycle 13:36 How the energy grid could tr...