Everyday essential infrastructure assets like utilities, transport, energy and communication can prove resilient regardless of economic conditions and can offer a good source of income and long-term income growth potential to investors. Listen to Peter Meany, Head of Global Listed Infrastructure, highlight a case for global listed infrastructure, the growth opportunities present in the transition to decarbonise, and two stocks* in Xcel Energy and Cheniere Energy that are reshaping themselves for the future.

* This stock information does not constitute any offer or inducement to enter into any investment activity.

Pockets of opportunity offering strong inflationary hedge may exist if you know where to look. Stephen Hayes, Head of Global Property Securities, highlights where investors may be able to find opportunities in real estate securities that couple low economic sensitivity with strong pricing power, the structural trends that will power cash flow growth, and why taking a responsible approach is not just good for the environment but can minimise investor risk in the long-term. 

Thinking beyond carbon emissions, Pablo Berutti and Sujaya Desai, Senior Investment Specialist and Investment Specialist at Stewart Investors, considers the broader and interconnected nature of the sustainability transition. Together, they share that decarbonisation will only be achieved if other pressing issues are tackled, spotlighting smallholder farmers who produce the bulk of the commodities we consume every day. Good stewardship, according to Stewart Investors, is a fundamental tenet to identifying great quality companies.