Portfolio Manager, Shane Hurst, sits down with Giselle Roux from The Inside Networks to discuss how AI and decarbonisation are fuelling major investments in energy infrastructure.
Shane highlights the role that utilities play in integrating data centres into smart grids to enhance resilience, manage energy demand, and reduce outages, all of which support stable returns for infrastructure investments.
Rising energy-related inflation risks underscore the importance of U.K. energy security and the attractiveness of regulated infrastructure businesses with revenues linked to their regulated asset bases.
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