Episode Details

This episode explores how Keppel Infrastructure Trust evolves its global portfolio to meet long-term demand. We discuss their "invest-divest-reinvest" philosophy and strategic shift toward new infrastructure sectors. Discover how disciplined capital management and essential services drive their mission to create sustainable value amid shifting global trends.

• Uncover the capital recycling strategy used to unlock value from mature assets to fund future growth

• Learn about the strategic entry into subsea cable services, marking a debut in digital infrastructure

• Explore how secular trends like AI and decarbonisation shape their future investment roadmap