M&G Investments – The Investment Podcast: Infrastructure – an industrial revolution?

Investing in infrastructure has historically been about existing, stable and secure assets. In recent years, there has been a concerted effort to drive towards sustainable sources of power and energy needs and have resilient local infrastructure. In this instalment, Martin Lennon and Ed Clarke of Infracapital discuss the rise of a whole new set of opportunities, the relationship between the asset class and inflation and what justifies the infrastructure tag, namely essentiality.