Ep. 188 From Grids to Growth: Why Infrastructure Matters Now

In this episode, Patti Brennan sits down with Joy Perry of Wellington Management to explore why infrastructure is becoming one of the most important opportunities of our time. From utilities and grids to energy, transportation, and data centers, Joy explains how these long-term, contract-driven businesses are powering everything from AI to the global energy transition. Discover why this underappreciated corner of the market offers both steady dividends and surprising growth potential.

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This episode is 32 minutes long.

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This episode was published on September 19, 2025.

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