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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U.K. Water: Flat or Bubbly?

U.K. Water: Flat or Bubbly?

Near-term political volatility could represent a buying opportunity for listed U.K. water utilities, whose spending on improving environmental impacts adds to the bottom line, as investments can earn attractive allowed returns, which translates to better earnings and dividends.

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