Why infrastructure is having a moment–Morrison 5pm2w

What’s driving global interest in infrastructure investment? We’re talking to Paul Newfield, CEO at Morrison, a pioneering infrastructure asset manager worth USD$25B. Their holdings include Infratil among a portfolio of renewable energy, data centers, and healthcare infrastructure. Paul shares how Morrison plays the long game, finding businesses with sustainable competitive advantages and often holding them for decades—resisting political trends and the quick ‘flips’ common from private equity firms. And hear how this philosophy led them to Canberra Data Centers, an $800M investment that has turned into a $13B enterprise.  For more or to watch on YouTube—check out http://linktr.ee/sharedlunch Shared Lunch is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. It is not financial advice. Information provided is general only and current at the time it’s provided, and does not take into your objectives, financial situation and needs. We do not provide recommendations and you should always read the disclosure documents available from the product issuer before making a financial decision. Our disclosure documents and and conditions—including a Target Market Determination and IDPS Guide for Sharesies Australian customers—can be found on our relevant Australian or NZ website. Investing involves risk. You might lose the money you start with. If you require financial advice, you should consider speaking with a qualified financial advisor. Past performance is not a guarantee of future performance. Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. See omnystudio.com/listener for privacy information. 6h4767