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Global Listed Infrastructure bridges the nuclear opportunity gap

The US (and soon rest of world) hasn’t seen this much demand for power since World War 2. While this introduces investment possibilities for many segments, listed infrastructure is disproportionately well-placed to fill this gap. Most infrastructure investment is capitalising on this, but what flies in the face of convention is a tilt to nuclear energy. Pilloried by many, nuclear energy is staging a comeback in developed markets. Listed infrastructure exposure to US nuclear energy is relatively unrecognised and provides a differentiated investment option. This is just one example of listed infrastructure’s ‘super cycle’ of investment, reinforcing an underestimation of infrastructure’s earnings outlook and growth.

Presented by Mark Jones, GLI Portfolio Manager, Resolution Capital, at Portfolio Construction Forum Markets Summit 2025

This presentation was curated and produced by Portfolio Construction Forum, the specialist, independent, investment continuing education, accreditation and certification service. To earn Continuing Education (CE/CPD) hours for watching this video, complete the CE attestation on Portfolio Construction Forum’s: https://portfolioconstructionforum.edu.au/article/4759/-global-listed-infrastructure-bridges-the-nuclear-opportunity-gap#ce-quiz-0.50-ce-cpd-hours-1

Disclaimer:

Resolution Capital Limited ABN: 50 108 584 167 AFSL No. 274491.This communication was prepared by Resolution Capital Limited (“Resolution Capital”) and is intended for wholesale investors only. The information in this communication is for general information purposes only. Information in communication is not intended as a securities recommendation or statement of opinion intended to influence a person or persons in making a decision in relation to investment. This communication has been prepared without taking account of any person’s objectives, financial situation or needs, and because of that, reliance should not be placed on the information in this communication as the basis for making an investment, financial or other decision. Any opinions or forecasts reflect the judgment and assumptions of Resolution Capital and its representatives on the basis of information at the date of publication and may later change without notice. Any projections contained in this communication are estimates only and may not be realised in the future. Returns from investments may fluctuate and past performance is not a reliable indicator of future performance. Resolution Capital believes the information contained in this communication is reliable, however no warranty is given as to its accuracy and persons relying on this information do so at their own risk.Unauthorised use, copying, distribution, replication, posting, transmitting, publication, display, or reproduction in whole or in part of the information contained in this communication is prohibited without obtaining prior written permission from Resolution Capital Limited.

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