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Investor Insights Podcast #33 – Shane Hurst, FTF Clearbridge Global Infrastructure Income

In Episode #33 we spoke to Shane Hurst, one of a team of four experienced portfolio managers at Clearbridge Investments responsible for the asset manager’s range of listed infrastructure focused funds including the FTF Clearbridge Global Infrastructure Income Fund. Episode timestamps: 00:00 Introduction 02:30 Guest bio and fund intro 03:49 Anecdote and book recommendation 06:18 Summary of the investment universe 08:33 Utilities 12:58 The impact of AI on the infrastructure sector 19:41 Valuations 22:19 UK assets 26:51 Highest conviction areas 30:21 Disclaimer and risk warnings In each episode of our Investor Insights Podcast we will be interviewing portfolio managers from across the investment industry to gain from the expertise in their specialist areas and to question them on the topical issues. Please get in touch via [email protected] for more information on any of the subject matter discussed in this episode, to suggest future topics for discussion or for further details of the services offered by Killik & Co. This podcast is not personal advice. This material is intended for educational purposes only and is not investment research or a recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. Some of the views expressed by our guest speakers may not be representative of our own views. The value of your investments can rise as well as fall and you could get back less than you invested. Past performance is not a guide to future performance. The investments referred to in this Podcast may not be suitable for all investors and you should seek advice from a qualified investment adviser. Killik & Co is authorised and regulated by the Financial Conduct Authority (FCA).