ECOFIN GLOBAL UTILITIES AND INFRASTRUCTURE TRUST PLC - Investor Presentation

In this episode, we explore Ecofin Global Utilities and Infrastructure Trust PL (EGL) and the evolving landscape of infrastructure investment. Traditionally viewed as a slow and steady asset class, infrastructure is now positioned as a growth opportunity driven by a significant increase in power demand due to AI and data centres. We discuss how long-term contracts with utilities are transforming business models, mitigating risks, and making them more attractive compared to historical prices. With private equity investing heavily in these assets at high premiums, we examine the disconnect with public market valuations. Listen in as we unpack whether investors are overlooking a crucial opportunity in this sector.