S2E32 - What's driving the infrastructure boom?

Utilities and infrastructure used to be a sector typically associated with producing steady inflation-linked income, but not anymore.

That’s according to Jean-Hugues de Lamaze, manager of the Ecofin Global Utilities and Infrastructure Trust, who said there is high demand for capital expenditure in listed infrastructure.

Speaking on the latest episode of MoneyWeek Talks, de Lamaze said ageing infrastructure put in place post-World War Two was offering investors plenty of opportunities, while demand to power AI datacentres and electric vehicles is another reason why there are growth prospects in the sector.

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