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FundCalibre - Investing on the goAuthor: FundCalibre
Investing on the go gives you direct access to the people who manage your ISA and pensions savings. Our hosts will be interviewing finance professionals on everything from their successes and failures to current ideas and insights. At meetings, before events and even if we bump into them on the street, we'll grab five minutes with these experts to discuss how your own personal finances could be impacted by topics such as US elections, the move from petrol to electric vehicles, the growth in artificial intelligence and robots, and so much more. Our ultimate goal is to bring to life the world of investments and uncover new and exciting opportunities, all while inspiring you to invest and giving you the confidence and knowledge to make the right decisions. To do this we often ask the managers why they are invested in individual companies. This is for illustration only and should not be taken as a recommendation to buy or sell that stock. The fund manager may or may not still own these companies at the time of your listening. For more investment research visit us at www.fundcalibre.com and follow us on twitter and facebook @FundCalibre Language: en Contact email: Get it Feed URL: Get it iTunes ID: Get it Trailer: |
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377. Yield, stability and growth: rethinking infrastructure
Wednesday, 17 December, 2025
After a difficult period for infrastructure assets, 2025 has marked a more supportive environment. Will Argent, manager of the TM Gravis UK Infrastructure Income fund, examines what’s driving the recovery, from interest rate cuts and M&A activity to government infrastructure plans and regulatory developments. We discuss the role of renewables, utilities, digital and social infrastructure, and how diversification helps smooth returns across market cycles. He also explores how infrastructure income compares with equities and bonds, the importance of inflation linkage and what investors can realistically expect from the asset class looking ahead to 2026 and beyond.What’s covered in this episode: Infrastructure performance in 2025Interest rates and stubborn gilt yieldsRegulatory risks and renewablesM&A activity in listed infrastructureThe UK government’s 10-year infrastructure planEnergy, water and grid investmentIncome vs capital growth balanceInfrastructure vs equities and bondsInflation-linked income streamsOutlook for the asset class in 2026More about this fund: TM Gravis UK Infrastructure Income is a unique fund that invests in a combination of UK-listed investment trusts, direct equities and bonds. This fund is an interesting option for income investors looking to diversify their portfolios. The fund’s high income and relatively low volatility make it particularly attractive. Learn more on fundcalibre.comPlease remember, we’ve been discussing individual companies to bring investing to life for you. It’s not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre’s research methodology and are the opinion of FundCalibre’s research team only.
