In this episode of Talking Markets, Jim Wright, Fund Manager of the Premier Miton Global Infrastructure Income Fund, explains why, in a world shaped by geopolitical upheaval and soaring AI‑related energy needs, infrastructure can be a powerful source of dependable income and long‑term growth.

Chapters

• 02:46 AI and its Impact on the Infrastructure Fund
• 10:09 The Re-emergence and Importance of Telcos
• 13:44 Listed Infrastructure's Low Market Correlation & Defensive Properties