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.

Mark Jones | 0.75 CE