117. Investing in airports, mobile towers and renewables

International air traffic has declined more than 90% during the pandemic. Peter Meany, manager of First Sentier Global Listed Infrastructure, talks to us about when airports may recover. He tells us why toll road recovery is exciting, how areas like mobile towers and data centres have performed strongly, and why we will still need gas to help us transition to cleaner energy. He also tells us how the fund’s income has fallen just 10% compared with falls of 40%-50% in other areas.