Today’s Infra Dig podcast takes the listener on a tour of listed infrastructure with a practitioner who has deep experience across the asset class.  

Rebecca Sherlock – portfolio manager from First Sentier’s global listed infra team in Sydney – talks to Green Street Infrastructure (formerly IJGlobal) editorial director Angus Leslie Melville.  

Conversation ranges from Geopolitical volatility serving as a tailwind for listed infrastructure through to the evolution of US LNG as it becomes a strategic allocation; midstream assets proving to be more resilient than their energy label suggests; AI acting as the biggest demand inflection for US power since air conditioning; and stagflation fears reinforcing the case for the asset class.  

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