214. Why infrastructure is crucial in the transition to net zero

Rebecca Myatt, a portfolio manager on the Elite Rated First Sentier Global Listed Infrastructure fund, and lead manager of the First Sentier Responsible Listed Infrastructure fund, talks to us about how infrastructure is important when it comes to achieving environmental and social goals. She discusses the transition to a net zero global economy, why it is important to engage with companies not simply divest and explains how we can become independent of Russian gas in both the short and long term. She wraps up with an explanation as to what investors should expect from infrastructure in an inflationary environment. What’s covered in this episode: Why investors should consider responsible infrastructure investmentsWhy the team uses the UN’s Sustainable Development Goals as a metric for the fundHow infrastructure is crucial in the transition to net zeroEngagement vs divestmentHow disruption in the energy sector is impacting companies todayHow we can become independent of Russian gas in the short and long termWhy the US is playing catch up with renewable energyHow listed infrastructure behaves in a high inflationary environmentMore about this fund:First Sentier Global Listed Infrastructure seeks to deliver income and some capital growth by investing in listed infrastructure companies. First Sentier Investors was one of the pioneers in providing access to this asset class, which quickly captured the attention of income-focused investors. This fund is also an alternative method of playing the global equity market, with a thematic bias and a reasonable yield. Learn more on fundcalibre.comPlease remember, we’ve been discussing individual companies to bring investing to life for you. It’s not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre’s research methodology and are the opinion of FundCalibre’s research team only.Learn more on fundcalibre.comPlease remember, we’ve been discussing individual companies to bring investing to life for you. It’s not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre’s research methodology and are the opinion of FundCalibre’s research team only.