INVESTMENT THEMESALTERNATIVE INVESTMENTESG
Wed 26 Nov 2025 | Ben McVicar
The Calm in the Storm: Finding Growth in Disruption
Ben McVicar, Co-Head of Infrastructure and Portfolio Manager at Magellan Investment Partners explain that as powerful forces like AI and renewable energy reshape the global economy, infrastructure stands at the centre—providing stability while capturing transformative growth. From data networks to energy systems, these essential assets are driving productivity and decarbonisation alike, offering investors defensive growth in a world defined by secular innovation and structural change.