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: