Infrastructure, energy and the affordability challenge
From MAGELLAN - In The Know by Magellan Asset Management
April 27, 2026 · 30 min · Episode 65
About this episode
This episode discusses the impact of affordability pressures and rapid investment on the US economy, focusing on infrastructure and energy challenges.
Affordability pressures, alongside rapid investment, are reshaping the US economic story in 2026 — and the impact is being felt far beyond headline growth. In this episode of In The Know, Rebecca Hiscock-Croft speaks, Investment Director for the Magellan Global Listed Infrastructure team, chats with Brett Loper, Executive Vice President for Policy at the Peter G. Peterson Foundation and Executive Director of the Peterson Solutions Fund, about what’s really driving the conversation on the ground — from the rising cost of housing and energy to the growing strain on household budgets. They explore how surging demand from AI and data centres is adding new demands on power systems and infrastructure and why utilities and energy are becoming an increasingly important, if less visible part of the conversation. With infrastructure and affordability now tightly linked, this discussion explores the forces set to define the next phase of the US economy.
People in this episode
Host: Rebecca Hiscock-Croft
Guest: Brett Loper
Topics covered
- infrastructure
- energy
- affordability
- US economy
- household budgets
- AI demand
- power systems
Keywords
- affordability
- infrastructure
- energy
- US economy
- household budgets
- AI
- data centres
Mentioned in this episode
Organizations: Magellan Global Listed Infrastructure, Peter G. Peterson Foundation, Peterson Solutions Fund
More episodes of MAGELLAN - In The Know
- Finding the edge: data, AI and active investing · May 25, 2026 · 32 min
- AI disruption, real assets and opportunity in Australian equities · March 30, 2026 · 37 min
- Outlook for global equities: what could surprise markets in 2026 · February 23, 2026 · 25 min
- The infrastructure outlook: Hidden opportunities, real risks · November 24, 2025 · 26 min
- From search to answers: How AI is changing the game · October 27, 2025 · 25 min
- Australian Equities: Where are we now, and what’s next? · September 29, 2025 · 24 min
Explore listener stats, chart rankings, contacts and more on the MAGELLAN - In The Know podcast page.