Why Infrastructure Can Be a Steady Force in a Volatile Market

Infrastructure continues to play a distinct role in portfolios, particularly during periods of economic and market change.

In this episode of The Wealth Exchange, host Jasmine Marichic, Wealth Advisor | Client Relationship Manager at Nicola Wealth, speaks with Ashley Ng, Senior Director and Head of Infrastructure Investments, and Sebastian Nicholson, Principal, Infrastructure Investments, about infrastructure.

Drawing on real-world examples, from power grids and data centres to energy transition assets, the conversation explores how infrastructure generates cash flows, responds to inflation, and behaves in shifting interest rate environments. Ashley and Sebastian also discuss current areas of focus, including digital infrastructure supporting AI, energy security, and the role of private capital in upgrading essential infrastructure.

This episode offers a clear, practical discussion for investors looking to better understand how infrastructure may fit within a diversified portfolio.