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Global Listed Infrastructure Masterclass | July 2025

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Learning: Structured

As market volatility and macro risks dominate the investor psyche, listed infrastructure is quietly building momentum. Leading specialists reveal why tariffs, trade realignment and even regulatory shifts are fuelling, not hindering, infrastructure opportunities - from UK income resilience to emerging market mega-trends. 

Speakers: 

  • Andrew Gill, Fund Manager, TIME Investments
  • Jags Walia, Head of Global Listed Infrastructure, Van Lanschot Kempen
  • Ajay Dayal, Client Portfolio Manager, ClearBridge Investments

Learning Outcomes:

  • The impact of tariffs and trade wars on listed infrastructure
  • UK vs global portfolios: the pros and cons of investing overseas
  • The outlook for rates, inflation and infrastructure income.

Please find out more about Van Lanschot Kempen's fund here: Equities | Listed Infrastructure.