Join Jock Glover, Strategic Relationships Director at Square Mile Investment Consulting and Research, as he hosts Nick Langley, Portfolio Manager at ClearBridge Investments, part of the Franklin Templeton group. Nick is one of four portfolio managers overseeing the £1.3 billion FTF ClearBridge Global Infrastructure Fund, which has earned a double-A rating from our analysts in the Academy of Funds. He discusses the fund's focus on generating income and growing value, the sustainability aspects of running an infrastructure fund and the importance of the asset class in today's market. Nick's stat of the week might also surprise you; how much energy do you think Nvidia's newest chip technology draws on to power the latest AI technology?
Don't have time to listen to the full episode, jump to your favourite part:
- 01:20: How do you and your team structure your day?
- 05:16: How does the yield of the fund vary over time?
- 07:15: Why should investors consider including infrastructure and real assets in their portfolios today?
- 09:41: What are the key themes in the portfolio?
- 13:36: How does your team think about the infrastructure needed to support data warehouses, especially given their high energy and power demands?
- 16:53: What is it that keeps you up at night?
This podcast was recorded in September 2024. This podcast is issued by Square Mile Investment Consulting and Research Limited which is registered in England and Wales (08791142) and is a wholly owned subsidiary of Titan Wealth Holdings Limited (Registered Address: 101 Wigmore Street, London, W1U 1QU).
This podcast is for the use of professional advisers and other regulated firms only and should not be relied upon by any other persons. It is published by, and remains the copyright of, Square Mile Investment Consulting and Research Ltd (“SM”). SM makes no warranties or representations regarding the accuracy or completeness of the information contained herein. This information represents the views and forecasts of SM at the date of issue but may be subject to change without reference or notification to you. SM does not offer investment advice or make recommendations regarding investments and nothing in this podcast shall be deemed to constitute financial or investment advice in any way and shall not constitute a regulated activity for the purposes of the Financial Services and Markets Act 2000. This podcast shall not constitute or be deemed to constitute an invitation or inducement to any person to engage in investment activity. Should you undertake any investment activity based on information contained herein, you do so entirely at your own risk and SM shall have no liability whatsoever for any loss, damage, costs or expenses incurred or suffered by you as a result. SM does not accept any responsibility for errors, inaccuracies, omissions, or any inconsistencies herein. Past performance is not a guide to future returns.
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