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Opportunities and Mega-Trends for Infrastructure

Infrastructure is at the centre of several well recognised and long term thematics, including COVID recovery stimulus programmes, net-zero and the path to decarbonisation, transport efficiency and digital connectivity. In this video Portfolio Manager, Nick Langley explains the impact of Public Policy globally and how investors can benefit from these opportunities and mega-trends.

 

To learn more about infrastructure and the move toward net-zero emissions, click the button below to read our whitepaper. 

Infrastructure and the Move Toward Net-Zero Emissions

 

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Infrastructure Multiples Point to a Potential Rerating

Infrastructure Multiples Point to a Potential Rerating

Despite headwinds to defensive stocks, infrastructure’s strong earnings growth, attractive valuations and predictable dividend stream make us quite constructive on the sector.

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