Inside the mind of a fund manager Ep 7: Getting paid to sit still - The business of infrastructure monopolies

In this episode, Mansoor Narker, Senior Investment Analyst, and Andrew Headley, Portfolio Manager of the Nedgroup Investments Global Equity Fund, explore why infrastructure remains a cornerstone of resilient long‑term investing. Against a backdrop of rapid technological change and short‑term market narratives, the discussion focuses on how real assets such as roads, airports and long‑term concessions can deliver predictable cash flows and durable returns. Using Vinci as a case study, the episode offers a practical perspective on quality, compounding and why some fundamentals still matter deeply in an AI‑driven world.