Infrastructure Insights Video

Infrastructure Opportunities Amid Uncertainty

Watch Portfolio Manager, Nick Langley discuss the drivers of recent listed infrastructure performance with Head of Infrastructure Business Development, Matt Bushby. 

Nick explains how the inflation pass through some infrastructure companies has resulted in an uptick of their earnings and outlines how stabilising real yields and strong company fundamentals are generally improving the outlook for the infrastructure asset class.

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Global Infrastructure Value Strategy December Commentary

Global Infrastructure Value Strategy December Commentary

We expect robust global growth in 2025, in particular in the U.S., with moderating inflation through the first part of the year.

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