Infrastructure Insights Video

Nick Langley on AssetTV Infrastructure Masterclass

Portfolio Manager Nick Langley joins an AssetTV Masterclass panel to discuss how infrastructure investments fit in a portfolio, the opportunity for infrastructure given increased policy focus on climate change and whether inflation will be an important factor in infrastructure returns in an economic recovery.

 

 

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Renewables Under Trump: Likely Better than Expected

Renewables Under Trump: Likely Better than Expected

Changes to the Inflation Reduction Act should be less than the market anticipates and ultimately have a muted impact on the strong short- and long-term renewables outlook.

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