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? 

• 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 as a team 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).
  
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